Strong Tower Advisory Services’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
2026 Q1	–	Sell	-12,419	Closed	-$931K	–	99
2025 Q4	$931K	Buy	12,419 +852	+7%	+$63.4K	0.17%	80
2025 Q3	$853K	Buy	11,567 +818	+8%	+$58.3K	0.16%	81
2025 Q2	$729K	Sell	10,749 -205	-2%	-$13K	0.14%	84
2025 Q1	$614K	Sell	10,954 -4,994	-31%	-$337K	0.15%	83
2024 Q4	$1.08M	Sell	15,948 -4,397	-22%	-$307K	0.28%	69
2024 Q3	$1.38M	Buy	20,345 +1,485	+8%	+$96.9K	0.38%	67
2024 Q2	$1.18M	Buy	18,860 +1,385	+8%	+$87.1K	0.39%	66
2024 Q1	$1.13M	Buy	17,475 +1,774	+11%	+$110K	0.46%	52
2023 Q4	$967K	Buy	15,701 +957	+6%	+$53K	0.43%	56
2023 Q3	$804K	Buy	14,744 +339	+2%	+$19.5K	0.4%	57
2023 Q2	$828K	Buy	14,405 +5,325	+59%	+$291K	0.39%	58
2023 Q1	$498K	Sell	9,080 -5	-0.1%	-$281	0.26%	76
2022 Q4	$483K	Buy	9,085 +525	+6%	+$28.2K	0.29%	75
2022 Q3	$426K	Buy	8,560 +80	+0.9%	+$4.42K	0.25%	81
2022 Q2	$438K	Buy	8,480 +699	+9%	+$39.5K	0.24%	87
2022 Q1	$485K	Buy	7,781 +1,697	+28%	+$104K	0.25%	85
2021 Q4	$404K	Buy	+6,084	New	+$405K	0.22%	94