Mayflower Financial Advisors’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 | $340K | Buy |
5,020
+25
| +0.5% | +$1.69K | 0.05% | 301 |
|
|
2025
Q1 | $312K | Sell |
4,995
-8
| -0.2% | -$500 | 0.05% | 297 |
|
|
2024
Q4 | $340K | Sell |
5,003
-741
| -13% | -$50.4K | 0.05% | 277 |
|
|
2024
Q3 | $389K | Sell |
5,744
-1,934
| -25% | -$131K | 0.06% | 255 |
|
|
2024
Q2 | $481K | Sell |
7,678
-118
| -2% | -$7.39K | 0.08% | 216 |
|
|
2024
Q1 | $511K | Sell |
7,796
-618
| -7% | -$40.5K | 0.09% | 207 |
|
|
2023
Q4 | $518K | Buy |
8,414
+75
| +0.9% | +$4.62K | 0.07% | 200 |
|
|
2023
Q3 | $455K | Buy |
8,339
+911
| +12% | +$49.7K | 0.07% | 202 |
|
|
2023
Q2 | $427K | Buy |
7,428
+216
| +3% | +$12.4K | 0.06% | 231 |
|
|
2023
Q1 | $395K | Buy |
7,212
+790
| +12% | +$43.3K | 0.05% | 235 |
|
|
2022
Q4 | $341K | Buy |
6,422
+1,304
| +25% | +$69.3K | 0.05% | 250 |
|
|
2022
Q3 | $255K | Buy |
+5,118
| New | +$255K | 0.04% | 272 |
|