Tompkins Financial’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
2024
Q2
Sell
-2,451
Closed -$161K 641
2024
Q1
$161K Hold
2,451
0.02% 222
2023
Q4
$151K Buy
+2,451
New +$151K 0.02% 227