RWM
Reston Wealth Management’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 | $17.7M | Buy |
260,590
+7,077
| +3% | +$481K | 6.21% | 6 |
|
|
2025
Q1 | $15.8M | Buy |
253,513
+3,985
| +2% | +$248K | 6.37% | 6 |
|
|
2024
Q4 | $16.8M | Buy |
249,528
+2,283
| +0.9% | +$154K | 6.26% | 6 |
|
|
2024
Q3 | $16.4M | Buy |
247,245
+8,022
| +3% | +$532K | 5.94% | 6 |
|
|
2024
Q2 | $14.6M | Buy |
239,223
+10,522
| +5% | +$644K | 5.85% | 6 |
|
|
2024
Q1 | $14.5M | Buy |
+228,701
| New | +$14.5M | 5.9% | 6 |
|