LPL Financial’s iShares Russell 2500 ETF SMMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $11.8M | Buy |
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|
2025
Q2 | $10.7M | Buy |
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|
2025
Q1 | $8.26M | Sell |
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|
2024
Q4 | $9.48M | Sell |
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|
2024
Q3 | $9.65M | Sell |
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|
2024
Q2 | $13.2M | Sell |
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|
2024
Q1 | $15.3M | Buy |
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|
2023
Q4 | $2.71M | Sell |
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|
2023
Q3 | $2.43M | Sell |
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|
2023
Q2 | $2.84M | Sell |
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|
2023
Q1 | $3.03M | Sell |
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|
2022
Q4 | $3.93M | Sell |
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|
2022
Q3 | $4.12M | Buy |
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|
2022
Q2 | $4.05M | Sell |
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|
2022
Q1 | $5.28M | Sell |
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|
2021
Q4 | $5.89M | Sell |
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|
2021
Q3 | $5.94M | Sell |
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|
2021
Q2 | $6.78M | Buy |
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|
2021
Q1 | $5.69M | Buy |
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|
2020
Q4 | $3.6M | Buy |
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|
2020
Q3 | $863K | Buy |
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|
2020
Q2 | $483K | Buy |
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|
2020
Q1 | $369K | Sell |
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|
2019
Q4 | $589K | Hold |
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|
2019
Q3 | $544K | Sell |
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|
2019
Q2 | $555K | Sell |
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|
2019
Q1 | $625K | Buy |
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|
2018
Q4 | $519K | Buy |
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