Atria Wealth Solutions’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,203
| Closed | -$386K | – | 1850 |
|
|
2025
Q1 | $386K | Buy |
6,203
+846
| +16% | +$52.6K | ﹤0.01% | 1324 |
|
|
2024
Q4 | $362K | Buy |
5,357
+333
| +7% | +$22.5K | ﹤0.01% | 1411 |
|
|
2024
Q3 | $333K | Buy |
5,024
+747
| +17% | +$49.6K | ﹤0.01% | 1435 |
|
|
2024
Q2 | $262K | Buy |
4,277
+296
| +7% | +$18.1K | ﹤0.01% | 1577 |
|
|
2024
Q1 | $253K | Buy |
3,981
+268
| +7% | +$17K | ﹤0.01% | 1660 |
|
|
2023
Q4 | $218K | Buy |
+3,713
| New | +$218K | ﹤0.01% | 1707 |
|