Parallel Advisors’s iShares Russell 2500 ETF SMMD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$115K Sell
1,701
-300
-15% -$20.3K ﹤0.01% 1282
2025
Q1
$125K Sell
2,001
-939
-32% -$58.7K ﹤0.01% 1177
2024
Q4
$200K Buy
2,940
+789
+37% +$53.7K ﹤0.01% 928
2024
Q3
$146K Hold
2,151
﹤0.01% 1070
2024
Q2
$135K Sell
2,151
-62
-3% -$3.88K ﹤0.01% 1033
2024
Q1
$145K Hold
2,213
﹤0.01% 999
2023
Q4
$136K Buy
2,213
+1,970
+811% +$121K ﹤0.01% 969
2023
Q3
$13.2K Sell
243
-355
-59% -$19.4K ﹤0.01% 2066
2023
Q2
$34.4K Buy
+598
New +$34.4K ﹤0.01% 1589