UIA
Ulland Investment Advisors’s iShares Russell 2500 ETF SMMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Sell |
18,505
-1,655
| -8% | -$112K | 0.96% | 24 |
|
|
2025
Q1 | $1.26M | Sell |
20,160
-6,635
| -25% | -$415K | 1.05% | 23 |
|
|
2024
Q4 | $1.82M | Buy |
26,795
+245
| +0.9% | +$16.7K | 1.16% | 19 |
|
|
2024
Q3 | $1.8M | Sell |
26,550
-1,227
| -4% | -$83.1K | 1.32% | 20 |
|
|
2024
Q2 | $1.74M | Sell |
27,777
-1,000
| -3% | -$62.6K | 1.21% | 20 |
|
|
2024
Q1 | $1.89M | Buy |
28,777
+643
| +2% | +$42.2K | 1.51% | 19 |
|
|
2023
Q4 | $1.73M | Buy |
+28,134
| New | +$1.73M | 1.75% | 15 |
|