Heritage Wealth Architects, Inc. Ishares Tr Russell 2500 ETF Transaction History

Heritage Wealth Architects, Inc.

  • $136 Billion
  • Q2 2025

A detailed history of Heritage Wealth Architects, Inc. transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Heritage Wealth Architects, Inc. holds 13,192 shares of SMMD stock, worth $935,576. This represents 0.66% of its overall portfolio holdings.

Number of Shares
13,192
Previous 3,313 298.19%
Holding current value
$935,576
Previous $207 Million 331.55%
% of portfolio
0.66%
Previous 0.2%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 09, 2025
BUY
$54.81 - $67.78 $541,467 - $669,598
9,879 Added 298.19%
13,192 $894 Million
Q1 2025

May 15, 2025
BUY
$61.55 - $71.27 $203,915 - $236,117
3,313 New
3,313 $207 Million

Others Institutions Holding SMMD

# of Institutions
218
Shares Held
16.7M
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 Heritage Wealth Architects, Inc. Portfolio

Follow Heritage Wealth Architects, Inc. 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 Heritage Wealth Architects, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Architects, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email