Addison Advisors’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.17M | Sell |
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2025
Q1 | $4.84M | Sell |
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2024
Q4 | $5.52M | Sell |
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2024
Q3 | $5.52M | Sell |
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2024
Q2 | $5.59M | Sell |
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2024
Q1 | $5.91M | Sell |
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2023
Q4 | $5.61M | Sell |
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2023
Q3 | $4.99M | Sell |
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2023
Q2 | $5.28M | Sell |
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2023
Q1 | $5.47M | Sell |
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2022
Q4 | $5.53M | Sell |
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2022
Q3 | $5.24M | Sell |
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2022
Q2 | $5.9M | Sell |
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2022
Q1 | $7.18M | Buy |
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2021
Q4 | $7.21M | Buy |
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2021
Q3 | $6.69M | Sell |
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2021
Q2 | $6.86M | Buy |
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2020
Q4 | $5.48M | Buy |
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