OneAscent Wealth Management’s iShares Russell 2500 ETF SMMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $535K | Buy |
|
|||||
|
2025
Q1 | $430K | Buy |
|
|||||
|
2024
Q4 | $466K | Hold |
|
|||||
|
2024
Q3 | $464K | Hold |
|
|||||
|
2024
Q2 | $429K | Buy |
|
|||||
|
2024
Q1 | $447K | Buy |
|
|||||
|
2023
Q4 | $371K | Hold |
|
|||||
|
2023
Q3 | $331K | Buy |
|
|||||
|
2023
Q2 | $293K | Sell |
|
|||||
|
2023
Q1 | $348K | Hold |
|
|||||
|
2022
Q4 | $337K | Hold |
|
|||||
|
2022
Q3 | $316K | Hold |
|
|||||
|
2022
Q2 | $328K | Hold |
|
|||||
|
2022
Q1 | $396K | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $430K | Buy |
|
|||||
|
2021
Q1 | $415K | Hold |
|
|||||
|
2020
Q4 | $374K | Buy |
|