BWM
BKM 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
Q2 | $1.68M | Sell |
24,695
-3,676
| -13% | -$250K | 0.66% | 50 |
|
|
2025
Q1 | $1.76M | Sell |
28,371
-1,352
| -5% | -$84K | 0.73% | 45 |
|
|
2024
Q4 | $2.01M | Buy |
29,723
+3,102
| +12% | +$209K | 0.82% | 35 |
|
|
2024
Q3 | $1.77M | Buy |
26,621
+774
| +3% | +$51.4K | 0.72% | 39 |
|
|
2024
Q2 | $1.58M | Sell |
25,847
-255
| -1% | -$15.6K | 0.76% | 41 |
|
|
2024
Q1 | $1.66M | Sell |
26,102
-1,173
| -4% | -$74.6K | 0.71% | 41 |
|
|
2023
Q4 | $1.6M | Buy |
+27,275
| New | +$1.6M | 0.68% | 38 |
|