Sigma Planning Corp’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $448K | Buy |
6,587
+372
| +6% | +$25.3K | 0.01% | 826 |
|
|
2025
Q1 | $386K | Buy |
+6,215
| New | +$386K | 0.01% | 826 |
|
|
2024
Q4 | – | Sell |
-6,200
| Closed | -$411K | – | 1242 |
|
|
2024
Q3 | $411K | Buy |
6,200
+735
| +13% | +$48.8K | 0.01% | 814 |
|
|
2024
Q2 | $334K | Buy |
5,465
+953
| +21% | +$58.3K | 0.01% | 879 |
|
|
2024
Q1 | $287K | Buy |
+4,512
| New | +$287K | 0.01% | 979 |
|