Goal Vest Advisory LLC Ishares Tr Russell 2500 ETF Transaction History

Goal Vest Advisory LLC

$393 Million
Q2 2025

A detailed history of Goal Vest Advisory LLC transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Goal Vest Advisory LLC holds 2,039 shares of SMMD stock, worth $150,253. This represents 0.04% of its overall portfolio holdings.

Number of Shares

2,039

Previous 4,339 53.01%

Holding current value

$150,253

Previous $271,000 49.08%

% of portfolio

0.04%

Previous 0.08%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 01, 2025	SELL	$54.81 - $67.78 $126,063 - $155,894	-2,300 Reduced 53.01%	2,039 $138,000
Q2 2024 Jul 30, 2024	SELL	$60.34 - $65.19 $55,211 - $59,648	-915 Reduced 17.42%	4,339 $271,000
Q1 2024 Apr 15, 2024	SELL	$58.78 - $65.61 $141,953 - $158,448	-2,415 Reduced 31.49%	5,254 $344,000
Q4 2023 Jan 02, 2024	SELL	$50.46 - $62.34 $1.03 Million - $1.27 Million	-20,337 Reduced 72.62%	7,669 $472,000
Q3 2023 Oct 10, 2023	BUY	$53.72 - $60.35 $498,629 - $560,168	9,282 Added 49.57%	28,006 $1.53 Million
Q2 2023 Jul 17, 2023	BUY	$52.41 - $57.47 $981,324 - $1.08 Million	18,724 New	18,724 $1.08 Million

Others Institutions Holding SMMD

# of Institutions

222

Shares Held

19.6M

Call Options Held

Put Options Held

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About ISHARES TR RUSSELL 2500 ETF

Ticker SMMD
Sector ETFs
Industry ETFs

More about SMMD

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Goal Vest Advisory LLC Ishares Tr Russell 2500 ETF Transaction History