Ascent Wealth Partners’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 | $724K | Hold |
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|
2025
Q1 | $662K | Hold |
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|
2024
Q4 | $719K | Hold |
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|
2024
Q3 | $707K | Hold |
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|
2024
Q2 | $652K | Hold |
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|
2024
Q1 | $677K | Hold |
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|
2023
Q4 | $627K | Hold |
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|
2023
Q3 | $551K | Hold |
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|
2023
Q2 | $571K | Hold |
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|
2023
Q1 | $546K | Hold |
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|
2022
Q4 | $529K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $500K | Hold |
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|
2022
Q1 | $581K | Hold |
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|
2021
Q4 | $610K | Buy |
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