Cyndeo Wealth Partners’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Buy |
21,438
+901
| +4% | +$61.2K | 0.09% | 188 |
|
|
2025
Q1 | $1.28M | Buy |
20,537
+3,496
| +21% | +$217K | 0.08% | 187 |
|
|
2024
Q4 | $1.15M | Buy |
17,041
+187
| +1% | +$12.6K | 0.08% | 203 |
|
|
2024
Q3 | $1.12M | Buy |
16,854
+948
| +6% | +$62.9K | 0.08% | 206 |
|
|
2024
Q2 | $974K | Buy |
15,906
+9,142
| +135% | +$560K | 0.08% | 215 |
|
|
2024
Q1 | $430K | Buy |
+6,764
| New | +$430K | 0.04% | 274 |
|