Foundations Investment Advisors’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
Q2 | $17M | Sell |
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2025
Q1 | $15.9M | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $3.08M | Sell |
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|
2023
Q2 | $6.73M | Sell |
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|
2023
Q1 | $6.73M | Sell |
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|
2022
Q4 | $11.1M | Sell |
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|
2022
Q3 | $10.2M | Sell |
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|
2022
Q2 | $11M | Buy |
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|
2022
Q1 | $12.4M | Sell |
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|
2021
Q4 | $21M | Sell |
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|
2021
Q3 | $20.5M | Buy |
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|
2021
Q2 | $18M | Buy |
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|
2021
Q1 | $12.5M | Buy |
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|
2020
Q4 | $3.61M | Sell |
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|
2020
Q3 | $3.68M | Buy |
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|
2020
Q2 | $1.99M | Buy |
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