TRUE Private Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $292K | Sell |
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|
2025
Q1 | $270K | Sell |
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|
2024
Q4 | $294K | Sell |
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|
2024
Q3 | $295K | Hold |
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|
2024
Q2 | $272K | Buy |
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|
2024
Q1 | $285K | Buy |
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|
2023
Q4 | $268K | Buy |
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|
2023
Q3 | $222K | Sell |
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|
2023
Q2 | $266K | Sell |
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|
2023
Q1 | $254K | Buy |
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|
2022
Q4 | $246K | Sell |
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|
2022
Q3 | $258K | Sell |
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|
2022
Q2 | $276K | Buy |
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|
2022
Q1 | $319K | Sell |
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|
2021
Q4 | $481K | Sell |
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|
2021
Q3 | $480K | Buy |
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|
2021
Q2 | $493K | Sell |
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|
2021
Q1 | $925K | Sell |
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|
2020
Q4 | $1.37M | Buy |
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