Beirne Wealth Consulting Services’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 | $4.22M | Buy |
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|
2025
Q1 | $3.66M | Sell |
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|
2024
Q4 | $4.28M | Buy |
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|
2024
Q3 | $4.16M | Buy |
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|
2024
Q2 | $2.69M | Buy |
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|
2024
Q1 | $2.72M | Buy |
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|
2023
Q4 | $2.38M | Buy |
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|
2023
Q3 | $898K | Hold |
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|
2023
Q2 | $898K | Buy |
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|
2023
Q1 | $820K | Sell |
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|
2022
Q4 | $860K | Sell |
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|
2022
Q3 | $1.08M | Buy |
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|
2022
Q2 | $824K | Sell |
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|
2022
Q1 | $2.42M | Buy |
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|
2021
Q4 | $2.53M | Buy |
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|
2021
Q3 | $2.26M | Sell |
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|
2021
Q2 | $3.04M | Sell |
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|
2021
Q1 | $2.94M | Sell |
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|
2020
Q4 | $2.76M | Sell |
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|
2020
Q3 | $2.27M | Buy |
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|
2020
Q2 | $2.1M | Sell |
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|
2020
Q1 | $2.13M | Sell |
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|
2019
Q4 | $3.9M | Buy |
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|
2019
Q3 | $2.46M | Buy |
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|
2019
Q2 | $2.19M | Buy |
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|
2019
Q1 | $593K | Buy |
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|
2018
Q4 | $354K | Buy |
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