Carson Wealth (CWM LLC)’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 | $1.35M | Sell |
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|
2025
Q2 | $1.5M | Sell |
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|
2025
Q1 | $1.41M | Sell |
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|
2024
Q4 | $1.59M | Buy |
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|
2024
Q3 | $1.56M | Sell |
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|
2024
Q2 | $1.75M | Sell |
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|
2024
Q1 | $24.4M | Sell |
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|
2023
Q4 | $25.3M | Sell |
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|
2023
Q3 | $25.9M | Sell |
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|
2023
Q2 | $28.6M | Sell |
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|
2023
Q1 | $60.2M | Sell |
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|
2022
Q4 | $96.6M | Sell |
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|
2022
Q3 | $88.3M | Buy |
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|
2022
Q2 | $86.6M | Sell |
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|
2022
Q1 | $107M | Sell |
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|
2021
Q4 | $196M | Buy |
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|
2021
Q2 | $197M | Hold |
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|
2021
Q1 | $197M | Hold |
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|
2020
Q4 | $197M | Hold |
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|
2020
Q3 | $197M | Hold |
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|
2020
Q2 | $197M | Hold |
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|
2020
Q1 | $197M | Hold |
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|
2019
Q4 | $197M | Hold |
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|
2019
Q3 | $197M | Hold |
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|
2019
Q2 | $197M | Hold |
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|
2019
Q1 | $197M | Buy |
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|
2018
Q4 | $15.5M | Buy |
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|
2018
Q3 | $13.2M | Buy |
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|
2018
Q2 | $8.7M | Buy |
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|
2018
Q1 | $3.54M | Buy |
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|
2017
Q4 | $1.81M | Buy |
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|
2017
Q3 | $520K | Buy |
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|
2017
Q2 | $18K | Buy |
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