Vantage Financial Partners (Wisconsin)’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	$263K	Hold	3,887	–	–	0.06%	171
2025 Q1	$243K	Buy	+3,887	New	+$243K	0.06%	164