J.W. Cole Advisors’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 | $1.38M | Sell |
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|
2025
Q2 | $1.27M | Sell |
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|
2025
Q1 | $1.35M | Buy |
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|
2024
Q4 | $1.31M | Buy |
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|
2024
Q3 | $959K | Buy |
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|
2024
Q2 | $784K | Buy |
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|
2024
Q1 | $803K | Buy |
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|
2023
Q4 | $639K | Buy |
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|
2023
Q3 | $522K | Buy |
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|
2023
Q2 | $495K | Buy |
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|
2023
Q1 | $372K | Buy |
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|
2022
Q4 | $213K | Buy |
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