CAPTRUST Financial Advisors’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
Q3 | $434K | Sell |
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|
2025
Q2 | $656K | Buy |
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|
2025
Q1 | $331K | Buy |
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|
2024
Q4 | $340K | Sell |
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|
2024
Q3 | $402K | Buy |
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|
2024
Q2 | $291K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $152K | Sell |
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|
2022
Q1 | $266K | Sell |
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|
2021
Q4 | $462K | Sell |
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|
2021
Q3 | $557K | Sell |
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|
2021
Q2 | $968K | Buy |
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|
2021
Q1 | $908K | Buy |
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|
2020
Q4 | $557K | Buy |
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