WealthOne’s iShares Russell 2500 ETF SMMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $13.6M | Buy |
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|
2023
Q2 | $14M | Buy |
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2023
Q1 | $13.2M | Buy |
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|
2022
Q4 | $12.3M | Buy |
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|
2022
Q3 | $11.3M | Buy |
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|
2022
Q2 | $10.2M | Buy |
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|
2022
Q1 | $12M | Buy |
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|
2021
Q4 | $11.7M | Buy |
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|
2021
Q3 | $6.98M | Buy |
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|
2021
Q2 | $5.52M | Buy |
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|
2021
Q1 | $4.04M | Buy |
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|
2020
Q4 | $2.08M | Buy |
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|
2020
Q3 | $652K | Buy |
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