Vantage Financial Partners (Wisconsin)’s iShares Russell 2500 ETF SMMD Stock Holding History

Vantage Financial Partners (Wisconsin)’s Portfolio SMMD Stock Details SMMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$287K	Hold
2025 Q2	$263K	Hold
2025 Q1	$243K	Buy