NFG
SMLF icon

Next Financial Group’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Next Financial Group’s Portfolio SMLF Stock Details SMLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-4,200
Closed -$180K – 2380
2019
Q4 		$180K Hold
4,200
– – 0.02% 738
2019
Q3 		$168K Hold
4,200
– – 0.02% 738
2019
Q2 		$169K Hold
4,200
– – 0.02% 732
2019
Q1 		$168K Hold
4,200
– – 0.04% 411
2018
Q4 		$150K Hold
4,200
– – 0.03% 464
2018
Q3 		$183K Buy
+4,200
New +$184K 0.08% 220

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MA
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