Lucia Wealth Services’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
2020
Q2
Sell
2020
Q1
$2.43M Sell
2019
Q4
$7.96M Sell
2019
Q3
$9.05M Sell
2019
Q2
$10.1M Buy
2019
Q1
$8.45M Buy
2018
Q4
$6.32M Sell
2018
Q3
$10.3M Buy