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Sierra Summit Advisors’s iShares Russell 2500 ETF SMMD Stock Holding History

Sierra Summit Advisors’s Portfolio SMMD Stock Details SMMD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$577K Buy
8,520
+182
+2% +$12.3K 0.1% 146
2025
Q1 		$521K Sell
8,338
-3,563
-30% -$223K 0.11% 148
2024
Q4 		$809K Buy
+11,901
New +$809K 0.16% 78