Mather Group’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 | $300K | Hold |
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|
2025
Q2 | $276K | Hold |
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|
2025
Q1 | $254K | Hold |
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|
2024
Q4 | $277K | Hold |
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|
2024
Q3 | $275K | Sell |
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|
2024
Q2 | $736K | Hold |
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|
2024
Q1 | $691K | Hold |
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|
2023
Q4 | $691K | Hold |
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|
2023
Q3 | $611K | Hold |
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|
2023
Q2 | $645K | Hold |
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|
2023
Q1 | $615K | Hold |
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|
2022
Q4 | $596K | Hold |
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|
2022
Q3 | $558K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $697K | Buy |
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|
2021
Q4 | $740K | Buy |
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