IFP Advisors’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 | $4.84K | Hold |
71
| – | – | ﹤0.01% | 3412 |
|
|
2025
Q1 | $4.41K | Hold |
71
| – | – | ﹤0.01% | 2893 |
|
|
2024
Q4 | $4.78K | Buy |
71
+1
| +1% | +$67 | ﹤0.01% | 2810 |
|
|
2024
Q3 | $4.68K | Hold |
70
| – | – | ﹤0.01% | 2688 |
|
|
2024
Q2 | $4.3K | Buy |
+70
| New | +$4.3K | ﹤0.01% | 2616 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4416 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4202 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4090 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3909 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3770 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3597 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3525 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3506 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3555 |
|
|
2019
Q1 | $6K | Sell |
140
-364
| -72% | -$15.6K | ﹤0.01% | 1801 |
|
|
2018
Q4 | $18K | Hold |
504
| – | – | ﹤0.01% | 2170 |
|
|
2018
Q3 | $22K | Buy |
504
+6
| +1% | +$262 | ﹤0.01% | 2390 |
|
|
2018
Q2 | $21K | Sell |
498
-4,599
| -90% | -$194K | ﹤0.01% | 2406 |
|
|
2018
Q1 | $201K | Hold |
5,097
| – | – | 0.01% | 989 |
|
|
2017
Q4 | $201K | Sell |
5,097
-667
| -12% | -$26.3K | 0.01% | 988 |
|
|
2017
Q3 | $220K | Buy |
5,764
+5,654
| +5,140% | +$216K | 0.01% | 1086 |
|
|
2017
Q2 | $4K | Buy |
+110
| New | +$4K | ﹤0.01% | 3498 |
|
|
2016
Q2 | – | Sell |
-140
| Closed | -$6K | – | 4153 |
|
|
2016
Q1 | $6K | Buy |
+140
| New | +$6K | ﹤0.01% | 1801 |
|