MAI Capital Management’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
$4.01M Buy
59,098
+56,906
+2,596% +$3.86M 0.03% 361
2025
Q1
$137K Sell
2,192
-147
-6% -$9.19K ﹤0.01% 1218
2024
Q4
$159K Buy
+2,339
New +$159K ﹤0.01% 1167