USAdvisors Wealth Management’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 | $775K | Buy |
11,442
+35
| +0.3% | +$2.37K | 0.29% | 67 |
|
|
2025
Q1 | $713K | Sell |
11,407
-2,463
| -18% | -$154K | 0.25% | 71 |
|
|
2024
Q4 | $943K | Sell |
13,870
-549
| -4% | -$37.3K | 0.31% | 69 |
|
|
2024
Q3 | $976K | Sell |
14,419
-79
| -0.5% | -$5.35K | 0.34% | 64 |
|
|
2024
Q2 | $907K | Buy |
14,498
+69
| +0.5% | +$4.32K | 0.32% | 65 |
|
|
2024
Q1 | $941K | Sell |
14,429
-2,521
| -15% | -$164K | 0.36% | 64 |
|
|
2023
Q4 | $1.04M | Sell |
16,950
-462
| -3% | -$28.4K | 0.43% | 55 |
|
|
2023
Q3 | $949K | Sell |
17,412
-147
| -0.8% | -$8.01K | 0.42% | 59 |
|
|
2023
Q2 | $1.01M | Sell |
17,559
-163
| -0.9% | -$9.37K | 0.48% | 56 |
|
|
2023
Q1 | $972K | Buy |
17,722
+272
| +2% | +$14.9K | 0.46% | 57 |
|
|
2022
Q4 | $927K | Buy |
17,450
+165
| +1% | +$8.77K | 0.45% | 58 |
|
|
2022
Q3 | $860K | Buy |
17,285
+696
| +4% | +$34.6K | 0.44% | 55 |
|
|
2022
Q2 | $856K | Sell |
16,589
-252
| -1% | -$13K | 0.43% | 54 |
|
|
2022
Q1 | $1.05M | Sell |
16,841
-683
| -4% | -$42.6K | 0.45% | 58 |
|
|
2021
Q4 | $1.16M | Sell |
17,524
-41
| -0.2% | -$2.72K | 0.47% | 47 |
|
|
2021
Q3 | $1.13M | Buy |
17,565
+1,042
| +6% | +$66.9K | 0.49% | 47 |
|
|
2021
Q2 | $1.09M | Buy |
16,523
+1,230
| +8% | +$81.4K | 0.59% | 43 |
|
|
2021
Q1 | $962K | Buy |
15,293
+5,257
| +52% | +$331K | 0.47% | 50 |
|
|
2020
Q4 | $583K | Buy |
+10,036
| New | +$583K | 0.28% | 55 |
|