Whittier Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $887K | Buy |
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|
2025
Q2 | $800K | Buy |
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|
2025
Q1 | $629K | Buy |
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|
2024
Q4 | $548K | Buy |
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|
2024
Q3 | $545K | Buy |
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|
2024
Q2 | $500K | Buy |
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|
2024
Q1 | $501K | Buy |
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|
2023
Q4 | $399K | Sell |
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|
2023
Q3 | $377K | Buy |
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|
2023
Q2 | $186K | Buy |
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|
2023
Q1 | $142K | Sell |
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|
2022
Q4 | $813K | Buy |
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|
2022
Q3 | $22K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $70K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $2K | Hold |
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|
2021
Q1 | $2K | Hold |
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|
2020
Q4 | $2K | Buy |
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|
2020
Q3 | $1K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $177K | Buy |
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