CMH Wealth Management LLC SMMD Holdings History
CMH Wealth Management LLC's iShares Russell 2500 ETF Holding Summary
As of 2025-03-31, CMH Wealth Management LLC held 258,417.00 shares of iShares Russell 2500 ETF(SMMD), totaling $16.16 Mil. This investment constitutes 4.05% of their stock portfolio, and CMH Wealth Management LLC now holds 1.26% of the outstanding iShares Russell 2500 ETF(SMMD) stock.
The initial trade took place in 2022Q4. And since then CMH Wealth Management LLC has made 6 purchases of SMMD, at an average price of $54.32, for a total of 277,928.00 shares. In addition, there have been 4 sales at an average price of $62.42 for 19,511.00 shares. Based on historical transaction data and SMMD's current price of $66.57, CMH Wealth Management LLC's estimated gain on his SMMD holdings is $3.32 Mil, reflecting a 22.01% gain to date.
CMH Wealth Management LLC SMMD ($66.57) Holding Chart
CMH Wealth Management LLC SMMD ($66.57) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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