GeoWealth 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
Q2 | $5.68M | Buy |
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|
2025
Q1 | $4.71M | Sell |
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|
2024
Q4 | $15M | Sell |
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|
2024
Q3 | $16.4M | Buy |
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|
2024
Q2 | $7.41M | Buy |
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|
2024
Q1 | $6.52M | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $171K | Buy |
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|
2023
Q2 | $177K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $216K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $1.26M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $785K | Buy |
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