Principal Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-17,003
| Closed | -$1.06M | – | 2393 |
|
|
2024
Q2 | $1.06M | Buy |
17,003
+3,570
| +27% | +$223K | ﹤0.01% | 1853 |
|
|
2024
Q1 | $881K | Buy |
13,433
+3,005
| +29% | +$197K | ﹤0.01% | 1884 |
|
|
2023
Q4 | $642K | Buy |
10,428
+1,088
| +12% | +$67K | ﹤0.01% | 1906 |
|
|
2023
Q3 | $509K | Buy |
9,340
+1,655
| +22% | +$90.2K | ﹤0.01% | 1946 |
|
|
2023
Q2 | $442K | Buy |
7,685
+3,915
| +104% | +$225K | ﹤0.01% | 1982 |
|
|
2023
Q1 | $207K | Buy |
+3,770
| New | +$207K | ﹤0.01% | 2177 |
|