ORG Partners’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 | $51.6K | Sell |
754
-186
| -20% | -$12.7K | 0.01% | 532 |
|
|
2025
Q1 | $59K | Sell |
940
-110
| -10% | -$6.9K | 0.01% | 461 |
|
|
2024
Q4 | $71.4K | Buy |
1,050
+296
| +39% | +$20.1K | 0.01% | 491 |
|
|
2024
Q3 | $51.1K | Hold |
754
| – | – | 0.01% | 509 |
|
|
2024
Q2 | $46.7K | Buy |
+754
| New | +$46.7K | 0.01% | 812 |
|
|
2024
Q1 | – | Sell |
-754
| Closed | -$46.4K | – | 1020 |
|
|
2023
Q4 | $46.4K | Hold |
754
| – | – | 0.01% | 532 |
|
|
2023
Q3 | $41.1K | Hold |
754
| – | – | 0.01% | 550 |
|
|
2023
Q2 | $43.5K | Buy |
+754
| New | +$43.5K | 0.01% | 696 |
|