Spire Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $153K | Buy |
2,264
+1,787
| +375% | +$121K | 0.01% | 833 |
|
|
2025
Q1 | $29.9K | Buy |
477
+325
| +214% | +$20.3K | ﹤0.01% | 1479 |
|
|
2024
Q4 | $10.3K | Buy |
152
+1
| +0.7% | +$68 | ﹤0.01% | 1822 |
|
|
2024
Q3 | $10.3K | Sell |
151
-300
| -67% | -$20.4K | ﹤0.01% | 1622 |
|
|
2024
Q2 | $28.2K | Buy |
451
+1
| +0.2% | +$63 | ﹤0.01% | 1308 |
|
|
2024
Q1 | $29.5K | Hold |
450
| – | – | ﹤0.01% | 1394 |
|
|
2023
Q4 | $26.9K | Buy |
450
+1
| +0.2% | +$60 | ﹤0.01% | 1427 |
|
|
2023
Q3 | $24.5K | Hold |
449
| – | – | ﹤0.01% | 1426 |
|
|
2023
Q2 | $25.8K | Buy |
449
+1
| +0.2% | +$57 | ﹤0.01% | 1480 |
|
|
2023
Q1 | $24.6K | Buy |
448
+150
| +50% | +$8.23K | ﹤0.01% | 1539 |
|
|
2022
Q4 | $16K | Buy |
298
+1
| +0.3% | +$54 | ﹤0.01% | 1468 |
|
|
2022
Q3 | $15K | Sell |
297
-1,078
| -78% | -$54.4K | ﹤0.01% | 1450 |
|
|
2022
Q2 | $71K | Buy |
1,375
+186
| +16% | +$9.6K | ﹤0.01% | 1162 |
|
|
2022
Q1 | $74K | Sell |
1,189
-68
| -5% | -$4.23K | ﹤0.01% | 1294 |
|
|
2021
Q4 | $83K | Buy |
1,257
+744
| +145% | +$49.1K | ﹤0.01% | 1492 |
|
|
2021
Q3 | $33K | Buy |
+513
| New | +$33K | ﹤0.01% | 1651 |
|