Orion Portfolio Solutions’s iShares Russell 2500 ETF SMMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $7.54M | Sell |
120,498
-30,341
| -20% | -$1.9M | 0.07% | 257 |
|
|
2024
Q4 | $10.3M | Buy |
150,839
+17,905
| +13% | +$1.22M | 0.1% | 187 |
|
|
2024
Q3 | $9M | Sell |
132,934
-10,487
| -7% | -$710K | 0.09% | 220 |
|
|
2024
Q2 | $8.98M | Sell |
143,421
-11,090
| -7% | -$694K | 0.09% | 204 |
|
|
2024
Q1 | $10.1M | Sell |
154,511
-131,253
| -46% | -$8.61M | 0.11% | 196 |
|
|
2023
Q4 | $17.3M | Buy |
285,764
+120,330
| +73% | +$7.28M | 0.2% | 103 |
|
|
2023
Q3 | $9.02M | Sell |
165,434
-13,253
| -7% | -$722K | 0.11% | 185 |
|
|
2023
Q2 | $10.3M | Sell |
178,687
-10,435
| -6% | -$600K | 0.11% | 178 |
|
|
2023
Q1 | $10.4M | Buy |
+189,122
| New | +$10.4M | 0.13% | 150 |
|