Live Oak Investment Partners’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
Q1 | – | Hold |
0
| – | -$204 | – | 246 |
|
|
2024
Q4 | – | Hold |
0
| – | -$203 | – | 272 |
|
|
2024
Q3 | – | Hold |
0
| – | -$751 | – | 271 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 265 |
|
|
2023
Q4 | – | Hold |
0
| – | -$981 | – | 271 |
|
|
2023
Q3 | – | Hold |
0
| – | -$1.03K | – | 273 |
|
|
2023
Q2 | – | Hold |
0
| – | -$986 | – | 281 |
|
|
2023
Q1 | – | Hold |
0
| – | -$478 | – | 254 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 271 |
|