SHFA
SC&H Financial Advisors’s iShares Russell 2500 ETF SMMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,890
| Closed | -$493K | – | 158 |
|
|
2025
Q1 | $493K | Buy |
7,890
+2,300
| +41% | +$144K | 0.1% | 90 |
|
|
2024
Q4 | $380K | Buy |
5,590
+756
| +16% | +$51.4K | 0.08% | 101 |
|
|
2024
Q3 | $327K | Buy |
4,834
+1,567
| +48% | +$106K | 0.07% | 116 |
|
|
2024
Q2 | $205K | Buy |
+3,267
| New | +$205K | 0.05% | 139 |
|
|
2022
Q1 | – | Sell |
-6,206
| Closed | -$412K | – | 158 |
|
|
2021
Q4 | $412K | Buy |
+6,206
| New | +$412K | 0.23% | 103 |
|