LPL Financial’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 | $10.7M | Buy |
158,245
+26,246
| +20% | +$1.78M | ﹤0.01% | 1663 |
|
|
2025
Q1 | $8.26M | Sell |
131,999
-7,470
| -5% | -$467K | ﹤0.01% | 1743 |
|
|
2024
Q4 | $9.48M | Sell |
139,469
-3,031
| -2% | -$206K | ﹤0.01% | 1583 |
|
|
2024
Q3 | $9.65M | Sell |
142,500
-68,483
| -32% | -$4.64M | ﹤0.01% | 1485 |
|
|
2024
Q2 | $13.2M | Sell |
210,983
-21,795
| -9% | -$1.36M | 0.01% | 1187 |
|
|
2024
Q1 | $15.3M | Buy |
232,778
+188,715
| +428% | +$12.4M | 0.01% | 1072 |
|
|
2023
Q4 | $2.71M | Sell |
44,063
-541
| -1% | -$33.3K | ﹤0.01% | 2138 |
|
|
2023
Q3 | $2.43M | Sell |
44,604
-4,755
| -10% | -$259K | ﹤0.01% | 2136 |
|
|
2023
Q2 | $2.84M | Sell |
49,359
-5,999
| -11% | -$345K | ﹤0.01% | 1956 |
|
|
2023
Q1 | $3.03M | Sell |
55,358
-18,665
| -25% | -$1.02M | ﹤0.01% | 1829 |
|
|
2022
Q4 | $3.93M | Sell |
74,023
-8,860
| -11% | -$471K | ﹤0.01% | 1604 |
|
|
2022
Q3 | $4.12M | Buy |
82,883
+4,346
| +6% | +$216K | ﹤0.01% | 1510 |
|
|
2022
Q2 | $4.05M | Sell |
78,537
-6,043
| -7% | -$312K | ﹤0.01% | 1539 |
|
|
2022
Q1 | $5.28M | Sell |
84,580
-4,117
| -5% | -$257K | ﹤0.01% | 1398 |
|
|
2021
Q4 | $5.89M | Sell |
88,697
-3,856
| -4% | -$256K | ﹤0.01% | 1351 |
|
|
2021
Q3 | $5.94M | Sell |
92,553
-9,875
| -10% | -$634K | 0.01% | 1277 |
|
|
2021
Q2 | $6.78M | Buy |
102,428
+11,990
| +13% | +$794K | 0.01% | 1139 |
|
|
2021
Q1 | $5.69M | Buy |
90,438
+26,997
| +43% | +$1.7M | 0.01% | 1141 |
|
|
2020
Q4 | $3.6M | Buy |
63,441
+44,173
| +229% | +$2.51M | ﹤0.01% | 1297 |
|
|
2020
Q3 | $863K | Buy |
19,268
+7,907
| +70% | +$354K | ﹤0.01% | 2048 |
|
|
2020
Q2 | $483K | Buy |
11,361
+382
| +3% | +$16.2K | ﹤0.01% | 2404 |
|
|
2020
Q1 | $369K | Sell |
10,979
-1,246
| -10% | -$41.9K | ﹤0.01% | 2315 |
|
|
2019
Q4 | $589K | Hold |
12,225
| – | – | ﹤0.01% | 2227 |
|
|
2019
Q3 | $544K | Sell |
12,225
-35
| -0.3% | -$1.56K | ﹤0.01% | 2195 |
|
|
2019
Q2 | $555K | Sell |
12,260
-1,920
| -14% | -$86.9K | ﹤0.01% | 2196 |
|
|
2019
Q1 | $625K | Buy |
14,180
+592
| +4% | +$26.1K | ﹤0.01% | 2017 |
|
|
2018
Q4 | $519K | Buy |
+13,588
| New | +$519K | ﹤0.01% | 1999 |
|