Ulland Investment Advisors, LLC Ishares Tr Russell 2500 ETF Transaction History

Ulland Investment Advisors, LLC

$125 Million
Q4 2025

A detailed history of Ulland Investment Advisors, LLC transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Ulland Investment Advisors, LLC holds 17,340 shares of SMMD stock, worth $1.26 Million. This represents 1.04% of its overall portfolio holdings.

Number of Shares

17,340

Previous 18,080 4.09%

Holding current value

$1.26 Million

Previous $1.33 Million 2.55%

% of portfolio

1.04%

Previous 1.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 08, 2026	SELL	$72.05 - $75.66 $53,317 - $55,988	-740 Reduced 4.09%	17,340 $1.3 Million
Q3 2025 Nov 13, 2025	SELL	$67.91 - $74.71 $28,861 - $31,751	-425 Reduced 2.3%	18,080 $1.33 Million
Q2 2025 Jul 24, 2025	SELL	$54.81 - $67.78 $90,710 - $112,175	-1,655 Reduced 8.21%	18,505 $1.25 Million
Q1 2025 Apr 15, 2025	SELL	$61.55 - $71.27 $408,384 - $472,876	-6,635 Reduced 24.76%	20,160 $1.26 Million
Q4 2024 Jan 16, 2025	BUY	$66.67 - $74.08 $16,334 - $18,149	245 Added 0.92%	26,795 $1.82 Million

Q3 2024 Oct 15, 2024	SELL	$61.71 - $68.15 $75,718 - $83,620	-1,227 Reduced 4.42%	26,550 $1.8 Million
Q2 2024 Jul 16, 2024	SELL	$60.34 - $65.19 $60,340 - $65,190	-1,000 Reduced 3.47%	27,777 $1.74 Million
Q1 2024 Apr 25, 2024	BUY	$58.78 - $65.61 $37,795 - $42,187	643 Added 2.29%	28,777 $1.89 Million
Q4 2023 Jan 16, 2024	BUY	$50.46 - $62.34 $1.42 Million - $1.75 Million	28,134 New	28,134 $1.73 Million

Others Institutions Holding SMMD

# of Institutions

225

Shares Held

21M

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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Ulland Investment Advisors, LLC Ishares Tr Russell 2500 ETF Transaction History