Allworth Financial’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 | $50.2K | Sell |
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|
2025
Q1 | $49.5K | Sell |
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|
2024
Q4 | $63.2K | Buy |
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|
2024
Q3 | $55K | Buy |
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|
2024
Q2 | $52.6K | Sell |
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|
2024
Q1 | $73.7K | Sell |
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|
2023
Q4 | $357K | Sell |
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|
2023
Q3 | $353K | Sell |
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|
2023
Q2 | $453K | Sell |
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|
2023
Q1 | $441K | Sell |
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|
2022
Q4 | $428K | Sell |
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|
2022
Q3 | $414K | Sell |
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|
2022
Q2 | $2.94M | Sell |
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|
2022
Q1 | $4.18M | Buy |
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|
2021
Q4 | $4.37M | Buy |
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|
2021
Q3 | $3.56M | Sell |
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|
2021
Q2 | $4.05M | Sell |
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|
2021
Q1 | $6.52M | Buy |
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|
2020
Q4 | $406K | Buy |
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