O'Shaughnessy Asset 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 | $697K | Buy |
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|
2025
Q1 | $546K | Buy |
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|
2024
Q4 | $321K | Buy |
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|
2024
Q3 | $265K | Sell |
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|
2024
Q2 | $315K | Buy |
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|
2024
Q1 | $269K | Sell |
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|
2023
Q4 | $255K | Sell |
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|
2023
Q3 | $268K | Hold |
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|
2023
Q2 | $283K | Buy |
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|
2023
Q1 | $210K | Buy |
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|
2022
Q4 | $198K | Buy |
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|
2022
Q3 | $178K | Buy |
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|
2022
Q2 | $173K | Buy |
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