LFAS
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Level Four Advisory Services’s iShares Russell 2500 ETF SMMD Stock Holding History

Level Four Advisory Services’s Portfolio SMMD Stock Details SMMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-14,547
Closed -$896K – 873
2024
Q1 		$896K Buy
14,547
+761
+6% +$46.9K 0.05% 314
2023
Q4 		$849K Buy
+13,786
New +$849K 0.05% 331