FMA 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.16M | Buy |
75,877
+750
| +1% | +$51K | 3.82% | 8 |
|
|
2025
Q1 | $5.01M | Sell |
75,127
-176
| -0.2% | -$11.7K | 3.85% | 8 |
|
|
2024
Q4 | $5.08M | Sell |
75,303
-125
| -0.2% | -$8.44K | 3.78% | 8 |
|
|
2024
Q3 | $5M | Buy |
75,428
+41,781
| +124% | +$2.77M | 3.63% | 10 |
|
|
2024
Q2 | $2.06M | Buy |
33,647
+2,134
| +7% | +$131K | 1.66% | 21 |
|
|
2024
Q1 | $2M | Buy |
31,513
+4,332
| +16% | +$276K | 1.66% | 20 |
|
|
2023
Q4 | $1.6M | Buy |
+27,181
| New | +$1.6M | 1.46% | 21 |
|