O'Connor Financial Group’s iShares Russell 2500 ETF SMMD Stock Holding History

O'Connor Financial Group’s Portfolio SMMD Stock Details SMMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$374K	Buy
2025 Q2	$345K	Buy
2025 Q1	$246K	Buy
2024 Q4	$252K	Buy
2024 Q3	$235K	Sell
2024 Q2	$220K	Buy
2024 Q1	$207K	Buy