LWM
Lakeridge Wealth Management’s iShares Russell 2500 ETF SMMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $488K | Sell |
7,195
-673
| -9% | -$45.6K | 0.22% | 85 |
|
|
2025
Q1 | $492K | Sell |
7,868
-50
| -0.6% | -$3.13K | 0.25% | 84 |
|
|
2024
Q4 | $538K | Buy |
7,918
+541
| +7% | +$36.8K | 0.28% | 75 |
|
|
2024
Q3 | $500K | Buy |
7,377
+51
| +0.7% | +$3.45K | 0.27% | 76 |
|
|
2024
Q2 | $459K | Buy |
7,326
+348
| +5% | +$21.8K | 0.28% | 74 |
|
|
2024
Q1 | $458K | Buy |
6,978
+140
| +2% | +$9.19K | 0.3% | 66 |
|
|
2023
Q4 | $421K | Buy |
+6,838
| New | +$421K | 0.3% | 66 |
|