Glassman Wealth Services’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 | $33K | Hold |
485
| – | – | 0.01% | 121 |
|
|
2025
Q1 | $30.1K | Hold |
485
| – | – | 0.01% | 123 |
|
|
2024
Q4 | $32.7K | Hold |
485
| – | – | 0.01% | 119 |
|
|
2024
Q3 | $32.2K | Hold |
485
| – | – | 0.01% | 120 |
|
|
2024
Q2 | $29.7K | Hold |
485
| – | – | 0.01% | 127 |
|
|
2024
Q1 | $30.8K | Hold |
485
| – | – | 0.01% | 131 |
|
|
2023
Q4 | $28.5K | Sell |
485
-1,007
| -67% | -$59.2K | ﹤0.01% | 601 |
|
|
2023
Q3 | $77.2K | Buy |
+1,492
| New | +$77.2K | 0.01% | 323 |
|
|
2022
Q4 | – | Sell |
-258
| Closed | -$12K | – | 2027 |
|
|
2022
Q3 | $12K | Buy |
+258
| New | +$12K | ﹤0.01% | 752 |
|