WAG
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Windsor Advisory Group’s iShares Russell 2500 ETF SMMD Stock Holding History

Windsor Advisory Group’s Portfolio SMMD Stock Details SMMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-6,382
Closed -$393K – 57
2023
Q4 		$393K Buy
+6,382
New +$393K 1.17% 27