NewEdge 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 | $427K | Buy |
6,304
+4,727
| +300% | +$320K | ﹤0.01% | 1792 |
|
|
2025
Q1 | $98.6K | Sell |
1,577
-3
| -0.2% | -$188 | ﹤0.01% | 2294 |
|
|
2024
Q4 | $107K | Buy |
1,580
+7
| +0.4% | +$476 | ﹤0.01% | 2255 |
|
|
2024
Q3 | $107K | Buy |
1,573
+5
| +0.3% | +$339 | ﹤0.01% | 2172 |
|
|
2024
Q2 | $98.1K | Sell |
1,568
-1,951
| -55% | -$122K | ﹤0.01% | 2122 |
|
|
2024
Q1 | $231K | Buy |
3,519
+682
| +24% | +$44.7K | ﹤0.01% | 1774 |
|
|
2023
Q4 | $175K | Buy |
+2,837
| New | +$175K | ﹤0.01% | 1760 |
|
|
2023
Q1 | – | Sell |
-1,369
| Closed | -$72.7K | – | 4057 |
|
|
2022
Q4 | $72.7K | Buy |
+1,369
| New | +$72.7K | ﹤0.01% | 1573 |
|