WIA
World Investment Advisors’s iShares Russell 2500 ETF SMMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23M | Sell |
339,153
-4,833
| -1% | -$328K | 0.52% | 37 |
|
|
2025
Q1 | $21.5M | Sell |
343,986
-1,195
| -0.3% | -$74.7K | 0.56% | 33 |
|
|
2024
Q4 | $23.5M | Sell |
345,181
-1,743
| -0.5% | -$119K | 0.64% | 29 |
|
|
2024
Q3 | $23.5M | Sell |
346,924
-5,176
| -1% | -$351K | 0.74% | 23 |
|
|
2024
Q2 | $22M | Buy |
+352,100
| New | +$22M | 1.37% | 9 |
|