Avidian Wealth Enterprises’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$438K Sell
6,443
-15
-0.2% -$1.02K 0.02% 365
2025
Q1
$401K Buy
6,458
+1,830
+40% +$114K 0.02% 356
2024
Q4
$312K Sell
4,628
-362
-7% -$24.4K 0.01% 388
2024
Q3
$331K Buy
+4,990
New +$331K 0.02% 378