Spire Wealth Management’s iShares Russell 2500 ETF SMMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $167K | Hold |
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|
2025
Q2 | $153K | Buy |
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|
2025
Q1 | $29.9K | Buy |
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|
2024
Q4 | $10.3K | Buy |
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|
2024
Q3 | $10.3K | Sell |
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|
2024
Q2 | $28.2K | Buy |
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|
2024
Q1 | $29.5K | Hold |
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|
2023
Q4 | $26.9K | Buy |
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|
2023
Q3 | $24.5K | Hold |
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|
2023
Q2 | $25.8K | Buy |
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|
2023
Q1 | $24.6K | Buy |
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|
2022
Q4 | $16K | Buy |
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|
2022
Q3 | $15K | Sell |
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|
2022
Q2 | $71K | Buy |
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|
2022
Q1 | $74K | Sell |
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|
2021
Q4 | $83K | Buy |
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|
2021
Q3 | $33K | Buy |
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