Means Investment Company’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
Q2 | – | Sell |
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|
2025
Q1 | $225K | Sell |
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|
2024
Q4 | $463K | Buy |
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|
2024
Q3 | $460K | Buy |
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|
2024
Q2 | $424K | Sell |
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|
2024
Q1 | $947K | Sell |
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|
2023
Q4 | $1.15M | Sell |
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|
2023
Q3 | $1.02M | Sell |
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|
2023
Q2 | $1.13M | Sell |
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|
2023
Q1 | $1.13M | Buy |
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|
2022
Q4 | $1.1M | Sell |
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|
2022
Q3 | $1.42M | Buy |
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|
2022
Q2 | $1.28M | Buy |
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|
2022
Q1 | $1.24M | Buy |
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|
2021
Q4 | $755K | Buy |
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