SC&H Financial Advisors’s iShares Russell 2500 ETF SMMD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$493K Buy
2024
Q4
$380K Buy
2024
Q3
$327K Buy
2024
Q2
$205K Buy
2022
Q1
Sell
2021
Q4
$412K Buy