Little House Capital’s iShares Russell 2500 ETF SMMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $414K | Sell |
6,108
-1,437
| -19% | -$97.4K | 0.1% | 106 |
|
|
2025
Q1 | $472K | Buy |
7,545
+631
| +9% | +$39.5K | 0.13% | 113 |
|
|
2024
Q4 | $470K | Sell |
6,914
-97
| -1% | -$6.6K | 0.13% | 93 |
|
|
2024
Q3 | $475K | Buy |
7,011
+135
| +2% | +$9.14K | 0.14% | 97 |
|
|
2024
Q2 | $430K | Sell |
6,876
-301
| -4% | -$18.8K | 0.13% | 100 |
|
|
2024
Q1 | $471K | Buy |
7,177
+782
| +12% | +$51.3K | 0.16% | 107 |
|
|
2023
Q4 | $394K | Buy |
6,395
+276
| +5% | +$17K | 0.14% | 100 |
|
|
2023
Q3 | $334K | Buy |
6,119
+258
| +4% | +$14.1K | 0.14% | 105 |
|
|
2023
Q2 | $337K | Buy |
5,861
+1,153
| +24% | +$66.3K | 0.14% | 98 |
|
|
2023
Q1 | $258K | Sell |
4,708
-2,299
| -33% | -$126K | 0.12% | 102 |
|
|
2022
Q4 | $372K | Sell |
7,007
-151,113
| -96% | -$8.03M | 0.18% | 96 |
|
|
2022
Q3 | $7.87M | Buy |
158,120
+7,687
| +5% | +$382K | 4.19% | 5 |
|
|
2022
Q2 | $7.77M | Buy |
150,433
+49,835
| +50% | +$2.57M | 4.18% | 4 |
|
|
2022
Q1 | $6.28M | Buy |
100,598
+55,252
| +122% | +$3.45M | 3.21% | 3 |
|
|
2021
Q4 | $3.01M | Buy |
45,346
+2,179
| +5% | +$145K | 1.59% | 12 |
|
|
2021
Q3 | $2.77M | Sell |
43,167
-1,237
| -3% | -$79.4K | 1.62% | 12 |
|
|
2021
Q2 | $2.94M | Buy |
+44,404
| New | +$2.94M | 1.59% | 10 |
|