Strategic Wealth Partners Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $12M | Buy |
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|
2023
Q4 | $10.8M | Buy |
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|
2023
Q3 | $9.12M | Buy |
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|
2023
Q2 | $9.15M | Buy |
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|
2023
Q1 | $8.08M | Buy |
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|
2022
Q4 | $4.45M | Buy |
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|
2022
Q3 | $3.58M | Buy |
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|
2022
Q2 | $3.03M | Buy |
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|
2022
Q1 | $3.46M | Sell |
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|
2021
Q4 | $3.88M | Buy |
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|
2021
Q3 | $3.68M | Buy |
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|
2021
Q1 | $3.33M | Buy |
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|
2020
Q4 | $1.32M | Buy |
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