Pure Financial Advisors’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 | $1M | Buy |
14,772
+3,444
| +30% | +$233K | 0.02% | 206 |
|
|
2025
Q1 | $708K | Buy |
11,328
+2,879
| +34% | +$180K | 0.01% | 202 |
|
|
2024
Q4 | $575K | Buy |
8,449
+337
| +4% | +$22.9K | 0.01% | 204 |
|
|
2024
Q3 | $549K | Buy |
8,112
+1,197
| +17% | +$81.1K | 0.01% | 204 |
|
|
2024
Q2 | $433K | Sell |
6,915
-1,071
| -13% | -$67K | 0.01% | 215 |
|
|
2024
Q1 | $524K | Buy |
7,986
+876
| +12% | +$57.5K | 0.02% | 192 |
|
|
2023
Q4 | $438K | Buy |
7,110
+2,794
| +65% | +$172K | 0.02% | 204 |
|
|
2023
Q3 | $235K | Sell |
4,316
-79
| -2% | -$4.31K | 0.01% | 241 |
|
|
2023
Q2 | $253K | Sell |
4,395
-250
| -5% | -$14.4K | 0.01% | 229 |
|
|
2023
Q1 | $255K | Buy |
4,645
+254
| +6% | +$13.9K | 0.01% | 222 |
|
|
2022
Q4 | $233K | Buy |
+4,391
| New | +$233K | 0.01% | 222 |
|