Private Trust Company’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
2025 Q2	$22.4K	Buy	330 +26	+9%	+$1.76K	﹤0.01%	1523
2025 Q1	$19K	Sell	304 -195	-39%	-$12.2K	﹤0.01%	1573
2024 Q4	$33.9K	Buy	+499	New	+$33.9K	﹤0.01%	1307