STAS
Strong Tower Advisory Services’s iShares Russell 2500 ETF SMMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $729K | Sell |
10,749
-205
| -2% | -$13.9K | 0.14% | 84 |
|
|
2025
Q1 | $614K | Sell |
10,954
-4,994
| -31% | -$280K | 0.15% | 83 |
|
|
2024
Q4 | $1.08M | Sell |
15,948
-4,397
| -22% | -$299K | 0.28% | 69 |
|
|
2024
Q3 | $1.38M | Buy |
20,345
+1,485
| +8% | +$101K | 0.38% | 67 |
|
|
2024
Q2 | $1.18M | Buy |
18,860
+1,385
| +8% | +$86.7K | 0.39% | 66 |
|
|
2024
Q1 | $1.13M | Buy |
17,475
+1,774
| +11% | +$115K | 0.46% | 52 |
|
|
2023
Q4 | $967K | Buy |
15,701
+957
| +6% | +$58.9K | 0.43% | 56 |
|
|
2023
Q3 | $804K | Buy |
14,744
+339
| +2% | +$18.5K | 0.4% | 57 |
|
|
2023
Q2 | $828K | Buy |
14,405
+5,325
| +59% | +$306K | 0.39% | 58 |
|
|
2023
Q1 | $498K | Sell |
9,080
-5
| -0.1% | -$274 | 0.26% | 76 |
|
|
2022
Q4 | $483K | Buy |
9,085
+525
| +6% | +$27.9K | 0.29% | 75 |
|
|
2022
Q3 | $426K | Buy |
8,560
+80
| +0.9% | +$3.98K | 0.25% | 81 |
|
|
2022
Q2 | $438K | Buy |
8,480
+699
| +9% | +$36.1K | 0.24% | 87 |
|
|
2022
Q1 | $485K | Buy |
7,781
+1,697
| +28% | +$106K | 0.25% | 85 |
|
|
2021
Q4 | $404K | Buy |
+6,084
| New | +$404K | 0.22% | 94 |
|