Surevest’s iShares Russell 2500 ETF SMMD Stock Holding History

Surevest’s Portfolio SMMD Stock Details SMMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$6.11M	Sell
2022 Q2	$6.35M	Buy
2022 Q1	$7.38M	Sell
2021 Q4	$10.8M	Sell
2021 Q3	$10.5M	Buy
2021 Q2	$9.95M	Buy
2021 Q1	$6.82M	Buy