Destiny Wealth Partners’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 | $437K | Hold |
|
|||||
2025
Q2 | $400K | Hold |
|
|||||
2025
Q1 | $366K | Hold |
|
|||||
2024
Q4 | $397K | Sell |
|
|||||
2024
Q3 | $415K | Hold |
|
|||||
2024
Q2 | $383K | Hold |
|
|||||
2024
Q1 | $398K | Hold |
|
|||||
2023
Q4 | $356K | Hold |
|
|||||
2023
Q3 | $324K | Hold |
|
|||||
2023
Q2 | $348K | Sell |
|
|||||
2023
Q1 | $421K | Buy |
|
|||||
2022
Q4 | $382K | Buy |
|
|||||
2022
Q3 | $301K | Sell |
|
|||||
2022
Q2 | $379K | Hold |
|
|||||
2022
Q1 | $441K | Hold |
|
|||||
2021
Q4 | $463K | Hold |
|
|||||
2021
Q3 | $435K | Sell |
|
|||||
2021
Q2 | $678K | Hold |
|
|||||
2021
Q1 | $649K | Sell |
|
|||||
2020
Q4 | $638K | Buy |
|