Strategic Family Wealth Counselors’s IndexIQ ETF Trust IQ U.S. Small Cap ETF CSML Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-10,294
Closed -$259K 71
2019
Q3
$259K Buy
10,294
+1
+0% +$25 0.2% 56
2019
Q2
$256K Buy
10,293
+818
+9% +$20.3K 0.2% 55
2019
Q1
$235K Buy
9,475
+432
+5% +$10.7K 0.19% 55
2018
Q4
$202K Buy
+9,043
New +$202K 0.23% 58