Kingsview Wealth Management’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $895K | Sell |
13,175
-1,558
| -11% | -$106K | 0.02% | 614 |
|
|
2025
Q1 | $916K | Sell |
14,733
-518
| -3% | -$32.2K | 0.02% | 566 |
|
|
2024
Q4 | $1.03M | Sell |
15,251
-286
| -2% | -$19.3K | 0.02% | 534 |
|
|
2024
Q3 | $1.03M | Sell |
15,537
-584
| -4% | -$38.7K | 0.02% | 520 |
|
|
2024
Q2 | $987K | Sell |
16,121
-43,641
| -73% | -$2.67M | 0.02% | 511 |
|
|
2024
Q1 | $3.8M | Buy |
59,762
+19,669
| +49% | +$1.25M | 0.1% | 203 |
|
|
2023
Q4 | $2.36M | Buy |
40,093
+21,351
| +114% | +$1.26M | 0.07% | 242 |
|
|
2023
Q3 | $970K | Buy |
18,742
+747
| +4% | +$38.6K | 0.03% | 444 |
|
|
2023
Q2 | $965K | Buy |
17,995
+2,603
| +17% | +$140K | 0.04% | 419 |
|
|
2023
Q1 | $789K | Buy |
15,392
+401
| +3% | +$20.6K | 0.03% | 455 |
|
|
2022
Q4 | $744K | Buy |
14,991
+9,618
| +179% | +$478K | 0.03% | 410 |
|
|
2022
Q3 | $240K | Buy |
+5,373
| New | +$240K | 0.01% | 704 |
|