4Wealth Advisors’s SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$647K Buy
8,117
+243
+3% +$19.4K 0.66% 48
2025
Q1
$617K Buy
7,874
+878
+13% +$68.8K 0.67% 41
2024
Q4
$610K Buy
+6,996
New +$610K 0.61% 49