Mayfair Advisory Group’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 | $496K | Buy |
7,203
+514
| +8% | +$35.4K | 0.23% | 82 |
|
|
2025
Q1 | $418K | Buy |
6,689
+1,083
| +19% | +$67.7K | 0.24% | 81 |
|
|
2024
Q4 | $381K | Buy |
5,606
+667
| +14% | +$45.4K | 0.22% | 86 |
|
|
2024
Q3 | $333K | Buy |
4,939
+195
| +4% | +$13.2K | 0.21% | 93 |
|
|
2024
Q2 | $308K | Buy |
4,744
+15
| +0.3% | +$974 | 0.21% | 92 |
|
|
2024
Q1 | $310K | Buy |
4,729
+263
| +6% | +$17.3K | 0.23% | 97 |
|
|
2023
Q4 | $273K | Buy |
4,466
+71
| +2% | +$4.34K | 0.23% | 94 |
|
|
2023
Q3 | $239K | Buy |
4,395
+510
| +13% | +$27.7K | 0.23% | 100 |
|
|
2023
Q2 | $221K | Buy |
+3,885
| New | +$221K | 0.22% | 106 |
|
|
2022
Q4 | – | Sell |
-4,597
| Closed | -$234K | – | 123 |
|
|
2022
Q3 | $234K | Buy |
4,597
+128
| +3% | +$6.52K | 0.33% | 91 |
|
|
2022
Q2 | $255K | Buy |
4,469
+239
| +6% | +$13.6K | 0.34% | 85 |
|
|
2022
Q1 | $265K | Buy |
+4,230
| New | +$265K | 0.34% | 73 |
|