Mount Yale Investment 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
2022
Q3
Sell
-6,624
Closed -$342K 473
2022
Q2
$342K Buy
+6,624
New +$342K 0.04% 327