Wealthspire Advisors (New York)’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 | $34.1M | Buy |
503,388
+21,416
| +4% | +$1.45M | 0.19% | 58 |
|
|
2025
Q1 | $30.1M | Buy |
481,972
+12,590
| +3% | +$787K | 0.18% | 64 |
|
|
2024
Q4 | $31.9M | Buy |
469,382
+42,569
| +10% | +$2.89M | 0.32% | 51 |
|
|
2024
Q3 | $28.9M | Buy |
426,813
+27,823
| +7% | +$1.88M | 0.29% | 53 |
|
|
2024
Q2 | $25M | Sell |
398,990
-25,371
| -6% | -$1.59M | 0.32% | 43 |
|
|
2024
Q1 | $27.8M | Sell |
424,361
-695
| -0.2% | -$45.6K | 0.37% | 39 |
|
|
2023
Q4 | $26.2M | Buy |
425,056
+52,101
| +14% | +$3.21M | 0.37% | 40 |
|
|
2023
Q3 | $20.3M | Sell |
372,955
-1,350
| -0.4% | -$73.6K | 0.34% | 41 |
|
|
2023
Q2 | $21.5M | Buy |
374,305
+11,452
| +3% | +$658K | 0.35% | 44 |
|
|
2023
Q1 | $19.9M | Buy |
362,853
+47,373
| +15% | +$2.6M | 0.34% | 45 |
|
|
2022
Q4 | $16.8M | Buy |
315,480
+104,062
| +49% | +$5.53M | 0.31% | 49 |
|
|
2022
Q3 | $10.5M | Buy |
211,418
+32,036
| +18% | +$1.59M | 0.22% | 61 |
|
|
2022
Q2 | $9.26M | Buy |
+179,382
| New | +$9.26M | 0.19% | 62 |
|