HWP
Hibernia Wealth Partners’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Buy |
17,773
+8,895
| +100% | +$604K | 0.39% | 25 |
|
|
2025
Q1 | $552K | Sell |
8,878
-17
| -0.2% | -$1.06K | 0.39% | 24 |
|
|
2024
Q4 | $600K | Sell |
8,895
-8,106
| -48% | -$547K | 0.39% | 27 |
|
|
2024
Q3 | $1.13M | Buy |
17,001
+20
| +0.1% | +$1.33K | 0.34% | 34 |
|
|
2024
Q2 | $1.04M | Buy |
16,981
+8,499
| +100% | +$520K | 0.36% | 29 |
|
|
2024
Q1 | $539K | Sell |
8,482
-118
| -1% | -$7.5K | 0.37% | 38 |
|
|
2023
Q4 | $506K | Sell |
8,600
-373
| -4% | -$21.9K | 0.38% | 34 |
|
|
2023
Q3 | $464K | Buy |
+8,973
| New | +$464K | 0.36% | 35 |
|