Northwestern Mutual Wealth Management’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
$1.46M Buy
21,576
+8,129
+60% +$551K ﹤0.01% 1044
2025
Q1
$841K Buy
13,447
+3,337
+33% +$209K ﹤0.01% 1166
2024
Q4
$688K Buy
10,110
+3,180
+46% +$216K ﹤0.01% 1199
2024
Q3
$469K Buy
6,930
+2,838
+69% +$192K ﹤0.01% 1325
2024
Q2
$256K Buy
4,092
+2,992
+272% +$187K ﹤0.01% 1478
2024
Q1
$72.2K Buy
+1,100
New +$72.2K ﹤0.01% 1938