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SFMG Wealth Advisors’s iShares Russell 2500 ETF SMMD Stock Holding History

SFMG Wealth Advisors’s Portfolio SMMD Stock Details SMMD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$271K Buy
3,997
+444
+12% +$30.1K 0.02% 221
2025
Q1 		$222K Buy
3,553
+248
+8% +$15.5K 0.02% 246
2024
Q4 		$225K Buy
3,305
+186
+6% +$12.6K 0.02% 236
2024
Q3 		$211K Buy
+3,119
New +$211K 0.02% 243