Avior Wealth Management’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
Q1
Sell
-136
Closed -$9.18K 2075
2024
Q4
$9.18K Hold
136
﹤0.01% 1650
2024
Q3
$9.02K Sell
136
-55
-29% -$3.65K ﹤0.01% 1593
2024
Q2
$11.7K Hold
191
﹤0.01% 1470
2024
Q1
$12.1K Buy
+191
New +$12.1K ﹤0.01% 1793