Simplicity Wealth,Llc Ishares Tr Russell 2500 ETF Transaction History

Simplicity Wealth,Llc

$1.59 Billion
Q3 2025

A detailed history of Simplicity Wealth,Llc transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Simplicity Wealth,Llc holds 169,570 shares of SMMD stock, worth $12.3 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares

169,570

Previous 171,088 0.89%

Holding current value

$12.3 Million

Previous $11.6 Million 7.81%

% of portfolio

0.79%

Previous 0.51%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	SELL	$67.91 - $74.71 $103,087 - $113,409	-1,518 Reduced 0.89%	169,570 $12.5 Million
Q2 2025 Jul 22, 2025	BUY	$54.81 - $67.78 $1.68 Million - $2.08 Million	30,733 Added 21.9%	171,088 $11.6 Million
Q1 2025 Apr 14, 2025	BUY	$61.55 - $71.27 $1.33 Million - $1.55 Million	21,680 Added 18.27%	140,355 $8.79 Million
Q4 2024 Feb 07, 2025	BUY	$66.67 - $74.08 $258,946 - $287,726	3,884 Added 3.38%	118,675 $8.07 Million
Q3 2024 Oct 09, 2024	BUY	$61.71 - $68.15 $5.56 Million - $6.14 Million	90,154 Added 365.93%	114,791 $7.77 Million

Q2 2024 Jul 10, 2024	BUY	$60.34 - $65.19 $235,507 - $254,436	3,903 Added 18.82%	24,637 $1.54 Million
Q1 2024 Apr 24, 2024	BUY	$58.78 - $65.61 $1.22 Million - $1.36 Million	20,734 New	20,734 $1.36 Million

Others Institutions Holding SMMD

# of Institutions

220

Shares Held

20.6M

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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Simplicity Wealth,Llc Ishares Tr Russell 2500 ETF Transaction History