SW
Simplicity Wealth’s iShares Russell 2500 ETF SMMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.6M | Buy |
171,088
+30,733
| +22% | +$2.08M | 0.48% | 42 |
|
|
2025
Q1 | $8.78M | Buy |
140,355
+21,680
| +18% | +$1.36M | 0.68% | 26 |
|
|
2024
Q4 | $8.07M | Buy |
118,675
+3,884
| +3% | +$264K | 1.68% | 9 |
|
|
2024
Q3 | $7.77M | Buy |
114,791
+90,154
| +366% | +$6.11M | 0.72% | 30 |
|
|
2024
Q2 | $1.54M | Buy |
24,637
+3,903
| +19% | +$244K | 0.03% | 409 |
|
|
2024
Q1 | $1.36M | Buy |
+20,734
| New | +$1.36M | 0.03% | 438 |
|