WhitTier Trust Company’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 | $38.9K | Hold |
574
| – | – | ﹤0.01% | 848 |
|
|
2025
Q1 | $35.9K | Buy |
574
+80
| +16% | +$5K | ﹤0.01% | 844 |
|
|
2024
Q4 | $33.6K | Buy |
494
+94
| +24% | +$6.39K | ﹤0.01% | 833 |
|
|
2024
Q3 | $27.1K | Hold |
400
| – | – | ﹤0.01% | 879 |
|
|
2024
Q2 | $25K | Hold |
400
| – | – | ﹤0.01% | 853 |
|
|
2024
Q1 | $26.2K | Hold |
400
| – | – | ﹤0.01% | 808 |
|
|
2023
Q4 | $24.6K | Hold |
400
| – | – | ﹤0.01% | 796 |
|
|
2023
Q3 | $21.8K | Hold |
400
| – | – | ﹤0.01% | 799 |
|
|
2023
Q2 | $23K | Hold |
400
| – | – | ﹤0.01% | 831 |
|
|
2023
Q1 | $21.9K | Hold |
400
| – | – | ﹤0.01% | 835 |
|
|
2022
Q4 | $21.3K | Hold |
400
| – | – | ﹤0.01% | 833 |
|
|
2022
Q3 | $20K | Buy |
+400
| New | +$20K | ﹤0.01% | 812 |
|