Farther Finance Advisors’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 | $667K | Buy |
9,817
+2,735
| +39% | +$186K | 0.01% | 767 |
|
|
2025
Q1 | $442K | Sell |
7,082
-1
| -0% | -$62 | 0.01% | 836 |
|
|
2024
Q4 | $478K | Buy |
7,083
+1,227
| +21% | +$82.8K | 0.02% | 607 |
|
|
2024
Q3 | $389K | Sell |
5,856
-3,293
| -36% | -$218K | 0.01% | 694 |
|
|
2024
Q2 | $554K | Buy |
9,149
+3,799
| +71% | +$230K | 0.03% | 448 |
|
|
2024
Q1 | $338K | Sell |
5,350
-20
| -0.4% | -$1.26K | 0.02% | 491 |
|
|
2023
Q4 | $316K | Hold |
5,370
| – | – | 0.02% | 434 |
|
|
2023
Q3 | $278K | Sell |
5,370
-103
| -2% | -$5.33K | 0.04% | 312 |
|
|
2023
Q2 | $293K | Buy |
5,473
+255
| +5% | +$13.7K | 0.06% | 251 |
|
|
2023
Q1 | $267K | Sell |
5,218
-699
| -12% | -$35.8K | 0.08% | 228 |
|
|
2022
Q4 | $294K | Buy |
+5,917
| New | +$294K | 0.11% | 177 |
|