Strategic Wealth Partners Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $12M | Buy |
182,255
+7,180
| +4% | +$471K | 1.32% | 16 |
|
|
2023
Q4 | $10.8M | Buy |
175,075
+8,588
| +5% | +$529K | 1.36% | 15 |
|
|
2023
Q3 | $9.12M | Buy |
166,487
+7,174
| +5% | +$393K | 1.35% | 14 |
|
|
2023
Q2 | $9.16M | Buy |
159,313
+7,363
| +5% | +$423K | 1.32% | 15 |
|
|
2023
Q1 | $8.08M | Buy |
151,950
+68,296
| +82% | +$3.63M | 1.32% | 17 |
|
|
2022
Q4 | $4.45M | Buy |
83,654
+11,667
| +16% | +$620K | 0.94% | 19 |
|
|
2022
Q3 | $3.58M | Buy |
71,987
+13,275
| +23% | +$660K | 0.83% | 19 |
|
|
2022
Q2 | $3.03M | Buy |
58,712
+3,232
| +6% | +$167K | 0.67% | 20 |
|
|
2022
Q1 | $3.46M | Sell |
55,480
-2,931
| -5% | -$183K | 0.66% | 21 |
|
|
2021
Q4 | $3.88M | Buy |
58,411
+1,105
| +2% | +$73.3K | 0.67% | 21 |
|
|
2021
Q3 | $3.68M | Buy |
+57,306
| New | +$3.68M | 0.7% | 20 |
|
|
2021
Q1 | $3.33M | Buy |
52,874
+29,635
| +128% | +$1.86M | 0.67% | 20 |
|
|
2020
Q4 | $1.32M | Buy |
+23,239
| New | +$1.32M | 0.28% | 26 |
|