OCFG
O'Connor Financial Group’s iShares Russell 2500 ETF SMMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $345K | Buy |
4,957
+1,028
| +26% | +$71.6K | 0.15% | 44 |
|
|
2025
Q1 | $246K | Buy |
3,929
+224
| +6% | +$14K | 0.13% | 48 |
|
|
2024
Q4 | $252K | Buy |
3,705
+233
| +7% | +$15.8K | 0.13% | 50 |
|
|
2024
Q3 | $235K | Sell |
3,472
-45
| -1% | -$3.05K | 0.12% | 50 |
|
|
2024
Q2 | $220K | Buy |
3,517
+359
| +11% | +$22.5K | 0.13% | 47 |
|
|
2024
Q1 | $207K | Buy |
+3,158
| New | +$207K | 0.12% | 44 |
|