Savant Capital’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
$666K Sell
9,820
-295
-3% -$20K ﹤0.01% 964
2025
Q1
$633K Sell
10,115
-1
-0% -$63 ﹤0.01% 907
2024
Q4
$688K Sell
10,116
-2
-0% -$136 0.01% 782
2024
Q3
$685K Sell
10,118
-214
-2% -$14.5K 0.01% 762
2024
Q2
$647K Buy
+10,332
New +$647K 0.01% 712