1620 Investment Advisors, Inc. Ishares Tr Russell 2500 ETF Transaction History

1620 Investment Advisors, Inc.

$142 Million
Q3 2025

A detailed history of 1620 Investment Advisors, Inc. transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, 1620 Investment Advisors, Inc. holds 4,485 shares of SMMD stock, worth $335,567. This represents 0.23% of its overall portfolio holdings.

Number of Shares

4,485

Previous 4,361 2.84%

Holding current value

$335,567

Previous $295,000 11.86%

% of portfolio

0.23%

Previous 0.22%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 07, 2025	BUY	$67.91 - $74.71 $8,420 - $9,264	124 Added 2.84%	4,485 $330,000
Q2 2025 Aug 07, 2025	BUY	$54.81 - $67.78 $19,183 - $23,723	350 Added 8.73%	4,361 $295,000
Q1 2025 May 14, 2025	BUY	$61.55 - $71.27 $17,480 - $20,240	284 Added 7.62%	4,011 $250,000
Q4 2024 Feb 11, 2025	BUY	$66.67 - $74.08 $248,479 - $276,096	3,727 New	3,727 $253,000
Q3 2024 Oct 25, 2024	BUY	$61.71 - $68.15 $5,492 - $6,065	89 Added 3.81%	2,427 $164,000
Q2 2024 Jul 23, 2024	BUY	$60.34 - $65.19 $141,074 - $152,414	2,338 New	2,338 $146,000

Others Institutions Holding SMMD

# of Institutions

223

Shares Held

19.6M

Call Options Held

Put Options Held

View Full List

About ISHARES TR RUSSELL 2500 ETF

Ticker SMMD
Sector ETFs
Industry ETFs

More about SMMD

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1620 Investment Advisors, Inc. Ishares Tr Russell 2500 ETF Transaction History