Lakeridge Wealth Management’s iShares Russell 2500 ETF SMMD Stock Holding History

Lakeridge Wealth Management’s Portfolio SMMD Stock Details SMMD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$473K	Sell
2025 Q2	$488K	Sell
2025 Q1	$492K	Sell
2024 Q4	$538K	Buy
2024 Q3	$500K	Buy
2024 Q2	$459K	Buy
2024 Q1	$458K	Buy
2023 Q4	$421K	Buy