OneDigital Investment 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 | $5.34M | Buy |
78,834
+439
| +0.6% | +$29.8K | 0.06% | 239 |
|
|
2025
Q1 | $4.9M | Sell |
78,395
-3,280
| -4% | -$205K | 0.06% | 235 |
|
|
2024
Q4 | $5.55M | Buy |
81,675
+44,793
| +121% | +$3.05M | 0.06% | 224 |
|
|
2024
Q3 | $2.5M | Buy |
36,882
+12,638
| +52% | +$856K | 0.03% | 381 |
|
|
2024
Q2 | $1.52M | Buy |
24,244
+9,729
| +67% | +$609K | 0.02% | 486 |
|
|
2024
Q1 | $952K | Buy |
14,515
+7,894
| +119% | +$518K | 0.02% | 525 |
|
|
2023
Q4 | $408K | Buy |
+6,621
| New | +$408K | 0.01% | 797 |
|