SWIM
CSML

Smallwood Wealth Investment Management’s IndexIQ ETF Trust IQ U.S. Small Cap ETF CSML Stock Holding History

Smallwood Wealth Investment Management’s Portfolio CSML Stock Details CSML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-92,470
Closed -$3.45M – 72
2024
Q1 		$3.45M Buy
92,470
+740
+0.8% +$26.4K 2.67% 8
2023
Q4 		$3.31M Buy
91,730
+4,026
+5% +$129K 2.74% 9
2023
Q3 		$2.73M Buy
87,704
+2,034
+2% +$66.5K 2.48% 9
2023
Q2 		$2.78M Sell
85,670
-2,840
-3% -$88.8K 2.48% 9
2023
Q1 		$2.81M Buy
88,510
+27
+0% +$899 2.66% 8
2022
Q4 		$2.82M Buy
88,483
+5,004
+6% +$160K 2.39% 8
2022
Q3 		$2.41M Buy
83,479
+4,129
+5% +$131K 2.17% 10
2022
Q2 		$2.38M Buy
79,350
+1,336
+2% +$42.9K 2.42% 9
2022
Q1 		$2.74M Buy
78,014
+326
+0.4% +$11.4K 2.59% 8
2021
Q4 		$2.86M Buy
+77,688
New +$2.83M 2.66% 8

Smallwood Wealth Investment Management's CSML Position: Q2 2024 in Review

Smallwood Wealth Investment Management sold out of IndexIQ ETF Trust IQ U.S. Small Cap ETF (CSML) in Q2 2024, closing a stake of 92,470 shares — an estimated $3.45M sold.

Smallwood Wealth Investment Management first reported a position in CSML in Q4 2021 and held it in 10 quarters. The position peaked at $3.45M in Q1 2024. 0 funds tracked by Wall St. Rank hold CSML as of Q2 2024.

  • Smallwood Wealth Investment Management reported no remaining IndexIQ ETF Trust IQ U.S. Small Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Smallwood Wealth Investment Management sold 92,470 IndexIQ ETF Trust IQ U.S. Small Cap ETF shares in Q2 2024, an estimated $3.45M.
  • Smallwood Wealth Investment Management first reported a position in IndexIQ ETF Trust IQ U.S. Small Cap ETF in Q4 2021 and held it in 10 quarters.
  • Smallwood Wealth Investment Management's IndexIQ ETF Trust IQ U.S. Small Cap ETF position peaked at $3.45M in Q1 2024.
  • 0 funds tracked by Wall St. Rank held IndexIQ ETF Trust IQ U.S. Small Cap ETF as of Q2 2024.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2024, filed 26 Jul 2024.