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SageView Advisory Group’s iShares Russell 2500 ETF SMMD Stock Holding History

SageView Advisory Group’s Portfolio SMMD Stock Details SMMD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$357K Sell
5,081
-457
-8% -$32.2K 0.01% 442
2025
Q1 		$346K Buy
+5,538
New +$346K 0.01% 432