Wealthcare Advisory Partners’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 | $12.2M | Buy |
180,047
+116,155
| +182% | +$7.87M | 0.28% | 71 |
|
|
2025
Q1 | $4M | Sell |
63,892
-20,047
| -24% | -$1.25M | 0.11% | 165 |
|
|
2024
Q4 | $5.71M | Buy |
83,939
+29,413
| +54% | +$2M | 0.16% | 122 |
|
|
2024
Q3 | $3.69M | Buy |
+54,526
| New | +$3.69M | 0.11% | 168 |
|
|
2021
Q2 | – | Sell |
-750
| Closed | -$47K | – | 1664 |
|
|
2021
Q1 | $47K | Buy |
+750
| New | +$47K | ﹤0.01% | 896 |
|