EA
Ergawealth Advisors’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 | $436K | Sell |
6,413
-589
| -8% | -$40K | 0.2% | 48 |
|
|
2025
Q1 | $435K | Sell |
7,002
-103
| -1% | -$6.4K | 0.22% | 41 |
|
|
2024
Q4 | $480K | Sell |
7,105
-630
| -8% | -$42.5K | 0.24% | 39 |
|
|
2024
Q3 | $513K | Buy |
7,735
+12
| +0.2% | +$796 | 0.25% | 38 |
|
|
2024
Q2 | $473K | Sell |
7,723
-10
| -0.1% | -$612 | 0.26% | 38 |
|
|
2024
Q1 | $492K | Sell |
7,733
-1,305
| -14% | -$83K | 0.27% | 33 |
|
|
2023
Q4 | $532K | Sell |
9,038
-190
| -2% | -$11.2K | 0.33% | 27 |
|
|
2023
Q3 | $477K | Buy |
9,228
+488
| +6% | +$25.2K | 0.33% | 26 |
|
|
2023
Q2 | $469K | Buy |
8,740
+22
| +0.3% | +$1.18K | 0.32% | 25 |
|
|
2023
Q1 | $447K | Sell |
8,718
-449
| -5% | -$23K | 0.36% | 24 |
|
|
2022
Q4 | $455K | Buy |
+9,167
| New | +$455K | 0.41% | 25 |
|