Perigon Wealth 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
Q3 | $536K | Buy |
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|
2025
Q2 | $476K | Buy |
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|
2025
Q1 | $280K | Buy |
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|
2024
Q4 | $289K | Buy |
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|
2024
Q3 | $280K | Sell |
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|
2024
Q2 | $263K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $210K | Sell |
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|
2023
Q2 | $289K | Sell |
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|
2023
Q1 | $347K | Buy |
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|
2022
Q4 | $281K | Sell |
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|
2022
Q3 | $573K | Buy |
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|
2022
Q2 | $575K | Buy |
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|
2022
Q1 | $682K | Buy |
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|
2021
Q4 | $724K | Buy |
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|
2021
Q3 | $367K | Buy |
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