Private Advisor Group’s iShares Russell 2500 ETF SMMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $730K | Buy |
10,772
+3,534
| +49% | +$240K | ﹤0.01% | 1478 |
|
|
2025
Q1 | $453K | Buy |
7,238
+94
| +1% | +$5.88K | ﹤0.01% | 1652 |
|
|
2024
Q4 | $486K | Sell |
7,144
-4,802
| -40% | -$327K | ﹤0.01% | 1595 |
|
|
2024
Q3 | $809K | Buy |
11,946
+23
| +0.2% | +$1.56K | 0.01% | 1347 |
|
|
2024
Q2 | $746K | Buy |
11,923
+2,984
| +33% | +$187K | 0.01% | 1339 |
|
|
2024
Q1 | $587K | Sell |
8,939
-3,044
| -25% | -$200K | ﹤0.01% | 1423 |
|
|
2023
Q4 | $738K | Buy |
+11,983
| New | +$738K | 0.01% | 1279 |
|
|
2022
Q4 | – | Sell |
-13,216
| Closed | -$658K | – | 1928 |
|
|
2022
Q3 | $658K | Buy |
13,216
+1,733
| +15% | +$86.3K | 0.01% | 1111 |
|
|
2022
Q2 | $593K | Sell |
11,483
-996
| -8% | -$51.4K | 0.01% | 1313 |
|
|
2022
Q1 | $778K | Buy |
12,479
+2,868
| +30% | +$179K | 0.01% | 1209 |
|
|
2021
Q4 | $638K | Buy |
9,611
+1
| +0% | +$66 | ﹤0.01% | 1329 |
|
|
2021
Q3 | $617K | Buy |
9,610
+515
| +6% | +$33.1K | ﹤0.01% | 1407 |
|
|
2021
Q2 | $602K | Buy |
9,095
+5,741
| +171% | +$380K | 0.01% | 1302 |
|
|
2021
Q1 | $211K | Buy |
+3,354
| New | +$211K | ﹤0.01% | 1712 |
|
|
2020
Q3 | – | Sell |
-521
| Closed | -$22K | – | 3142 |
|
|
2020
Q2 | $22K | Buy |
+521
| New | +$22K | ﹤0.01% | 2528 |
|