Red Mountain Financial’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 | $282K | Sell |
4,154
-72
| -2% | -$4.88K | 0.31% | 51 |
|
|
2025
Q1 | $264K | Sell |
4,226
-444
| -10% | -$27.8K | 0.32% | 49 |
|
|
2024
Q4 | $318K | Buy |
4,670
+174
| +4% | +$11.8K | 0.34% | 47 |
|
|
2024
Q3 | $305K | Buy |
4,496
+47
| +1% | +$3.18K | 0.32% | 47 |
|
|
2024
Q2 | $279K | Buy |
+4,449
| New | +$279K | 0.34% | 50 |
|
|
2023
Q4 | $295K | Buy |
+4,789
| New | +$295K | 0.46% | 48 |
|