LAS
LWM Advisory Services’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 | $1.35M | Buy |
19,836
+1,953
| +11% | +$133K | 0.93% | 23 |
|
|
2025
Q1 | $1.11M | Sell |
17,883
-1,051
| -6% | -$65.3K | 0.77% | 27 |
|
|
2024
Q4 | $1.28M | Sell |
18,934
-1,898
| -9% | -$128K | 0.89% | 26 |
|
|
2024
Q3 | $1.38M | Buy |
20,832
+10,293
| +98% | +$683K | 1.02% | 21 |
|
|
2024
Q2 | $645K | Buy |
10,539
+2,175
| +26% | +$133K | 0.54% | 34 |
|
|
2024
Q1 | $532K | Buy |
+8,364
| New | +$532K | 0.43% | 41 |
|