PPWP
Premier Path Wealth Partners’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 | $2.52M | Buy |
37,134
+710
| +2% | +$48.2K | 0.35% | 62 |
|
|
2025
Q1 | $2.26M | Buy |
36,424
+761
| +2% | +$47.3K | 0.35% | 66 |
|
|
2024
Q4 | $2.41M | Buy |
35,663
+555
| +2% | +$37.5K | 0.37% | 61 |
|
|
2024
Q3 | $2.33M | Buy |
35,108
+1,580
| +5% | +$105K | 0.37% | 63 |
|
|
2024
Q2 | $2.05M | Buy |
33,528
+1,582
| +5% | +$96.8K | 0.35% | 68 |
|
|
2024
Q1 | $2.03M | Buy |
31,946
+6,303
| +25% | +$400K | 0.38% | 66 |
|
|
2023
Q4 | $1.53M | Buy |
+25,643
| New | +$1.53M | 0.34% | 66 |
|