Simplicity Solutions’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
2023
Q4
$721K Buy
11,713
+1,445
+14% +$89K 0.02% 541
2023
Q3
$560K Buy
10,268
+6,488
+172% +$354K 0.02% 571
2023
Q2
$217K Buy
+3,780
New +$217K 0.01% 942