Executive Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $349K | Sell |
5,173
-1,232
| -19% | -$83.2K | 0.03% | 197 |
|
|
2024
Q3 | $425K | Buy |
6,405
+24
| +0.4% | +$1.59K | 0.03% | 185 |
|
|
2024
Q2 | $391K | Buy |
6,381
+17
| +0.3% | +$1.04K | 0.07% | 87 |
|
|
2024
Q1 | $402K | Buy |
6,364
+161
| +3% | +$10.2K | 0.04% | 168 |
|
|
2023
Q4 | $365K | Buy |
6,203
+85
| +1% | +$5K | 0.03% | 159 |
|
|
2023
Q3 | $317K | Buy |
+6,118
| New | +$317K | 0.03% | 160 |
|