Wealthcare Advisory Partners LLC Ishares Tr Russell 2500 ETF Transaction History

Wealthcare Advisory Partners LLC

$4.19 Billion
Q2 2025

A detailed history of Wealthcare Advisory Partners LLC transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 180,047 shares of SMMD stock, worth $12.8 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

180,047

Previous 63,892 181.8%

Holding current value

$12.8 Million

Previous $4 Million 204.85%

% of portfolio

0.29%

Previous 0.11%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	BUY	$54.81 - $67.78 $6.37 Million - $7.87 Million	116,155 Added 181.8%	180,047 $12.2 Million
Q1 2025 Apr 14, 2025	SELL	$61.55 - $71.27 $1.23 Million - $1.43 Million	-20,047 Reduced 23.88%	63,892 $4 Million
Q4 2024 Jan 15, 2025	BUY	$66.67 - $74.08 $1.96 Million - $2.18 Million	29,413 Added 53.94%	83,939 $5.71 Million
Q3 2024 Nov 04, 2024	BUY	$61.71 - $68.15 $3.36 Million - $3.72 Million	54,526 New	54,526 $3.69 Million
Q2 2021 Aug 16, 2021	SELL	$62.15 - $66.8 $46,612 - $50,100	-750 Closed	0 $0
Q1 2021 Apr 30, 2021	BUY	$55.99 - $65.72 $41,992 - $49,290	750 New	750 $47,000

Others Institutions Holding SMMD

# of Institutions

219

Shares Held

16.7M

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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Wealthcare Advisory Partners LLC Ishares Tr Russell 2500 ETF Transaction History