Simplicity Wealth’s iShares Russell 2500 ETF SMMD Stock Holding History

Simplicity Wealth’s Portfolio SMMD Stock Details SMMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$11.6M	Buy
2025 Q1	$8.78M	Buy
2024 Q4	$8.07M	Buy
2024 Q3	$7.77M	Buy
2024 Q2	$1.54M	Buy
2024 Q1	$1.36M	Buy