Lee Financial Group Hawaii’s iShares Russell 2500 ETF SMMD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
2022
Q4
$15.2M Sell
2022
Q3
$14.5K Buy
2022
Q2
$8.02M Buy
2022
Q1
$9.69K Sell
2021
Q4
$10.4M Buy
2021
Q3
$10M Buy
2021
Q2
$9.29M Sell
2021
Q1
$10.4M Buy
2020
Q4
$5.88M Buy