Evernest Financial Advisors, LLC Ishares Tr Russell 2500 ETF Transaction History

Evernest Financial Advisors, LLC

  • $318 Million
  • Q3 2025

A detailed history of Evernest Financial Advisors, LLC transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Evernest Financial Advisors, LLC holds 18,118 shares of SMMD stock, worth $1.31 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares
18,118
Previous 8,598 110.72%
Holding current value
$1.31 Million
Previous $582,000 129.38%
% of portfolio
0.42%
Previous 0.21%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$67.91 - $74.71 $646,503 - $711,239
9,520 Added 110.72%
18,118 $1.34 Million
Q2 2025

Jul 28, 2025
BUY
$54.81 - $67.78 $471,256 - $582,772
8,598 New
8,598 $582,000

Others Institutions Holding SMMD

# of Institutions
220
Shares Held
20.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR RUSSELL 2500 ETF

SMMD Quotes by TradingView
  • Ticker SMMD
  • Sector ETFs
  • Industry ETFs
More about SMMD
Track This Portfolio

Track Evernest Financial Advisors, LLC Portfolio

Follow Evernest Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Evernest Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evernest Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email