LT
Legacy Trust’s iShares Russell 2500 ETF SMMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,540
| Closed | -$409K | – | 158 |
|
|
2025
Q1 | $409K | Hold |
6,540
| – | – | 0.1% | 118 |
|
|
2024
Q4 | $445K | Hold |
6,540
| – | – | 0.1% | 111 |
|
|
2024
Q3 | $443K | Sell |
6,540
-107
| -2% | -$7.25K | 0.1% | 113 |
|
|
2024
Q2 | $416K | Sell |
6,647
-253
| -4% | -$15.8K | 0.1% | 111 |
|
|
2024
Q1 | $453K | Hold |
6,900
| – | – | 0.11% | 112 |
|
|
2023
Q4 | $425K | Hold |
6,900
| – | – | 0.11% | 115 |
|
|
2023
Q3 | $376K | Hold |
6,900
| – | – | 0.11% | 114 |
|
|
2023
Q2 | $397K | Hold |
6,900
| – | – | 0.11% | 114 |
|
|
2023
Q1 | $378K | Sell |
6,900
-500
| -7% | -$27.4K | 0.11% | 114 |
|
|
2022
Q4 | $393K | Buy |
+7,400
| New | +$393K | 0.12% | 110 |
|