Geneos Wealth Management’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
Q3 | $11.5M | Buy |
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|
2025
Q2 | $3.4K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $3.65K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $503K | Buy |
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|
2021
Q3 | $467K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $17K | Sell |
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|
2020
Q2 | $84K | Hold |
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|
2020
Q1 | $71K | Sell |
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|
2019
Q4 | $110K | Hold |
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|
2019
Q3 | $102K | Hold |
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|
2019
Q2 | $103K | Hold |
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|
2019
Q1 | $103K | Hold |
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|
2018
Q4 | $91K | Hold |
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|
2018
Q3 | $112K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $7K | Buy |
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