TD Private Client Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $199K | Buy |
2,933
+81
| +3% | +$5.49K | ﹤0.01% | 636 |
|
|
2025
Q1 | $178K | Buy |
2,852
+167
| +6% | +$10.4K | ﹤0.01% | 628 |
|
|
2024
Q4 | $183K | Sell |
2,685
-587
| -18% | -$39.9K | 0.01% | 618 |
|
|
2024
Q3 | $222K | Hold |
3,272
| – | – | 0.01% | 580 |
|
|
2024
Q2 | $205K | Buy |
3,272
+1,734
| +113% | +$109K | 0.01% | 569 |
|
|
2024
Q1 | $101K | Hold |
1,538
| – | – | ﹤0.01% | 690 |
|
|
2023
Q4 | $94.7K | Sell |
1,538
-12
| -0.8% | -$739 | ﹤0.01% | 697 |
|
|
2023
Q3 | $84.5K | Sell |
1,550
-25
| -2% | -$1.36K | ﹤0.01% | 679 |
|
|
2023
Q2 | $90.5K | Sell |
1,575
-59
| -4% | -$3.39K | ﹤0.01% | 678 |
|
|
2023
Q1 | $89.6K | Buy |
1,634
+1,293
| +379% | +$70.9K | ﹤0.01% | 665 |
|
|
2022
Q4 | $18.1K | Buy |
+341
| New | +$18.1K | ﹤0.01% | 927 |
|