SYM Financial Corp’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $83.6K | Hold |
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|
2025
Q1 | $76.5K | Sell |
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|
2024
Q4 | $92.7K | Hold |
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|
2024
Q3 | $91.1K | Hold |
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|
2024
Q2 | $84K | Hold |
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|
2024
Q1 | $87.3K | Hold |
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|
2023
Q4 | $80.8K | Hold |
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|
2023
Q3 | $71K | Sell |
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|
2023
Q2 | $236K | Hold |
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|
2023
Q1 | $226K | Buy |
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|
2022
Q4 | $217K | Sell |
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|
2022
Q3 | $202K | Buy |
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|
2022
Q2 | $191K | Hold |
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|
2022
Q1 | $222K | Hold |
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|
2021
Q4 | $233K | Hold |
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|
2021
Q3 | $218K | Hold |
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|
2021
Q2 | $223K | Sell |
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|
2021
Q1 | $218K | Sell |
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|
2020
Q4 | $217K | Hold |
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|
2020
Q3 | $177K | Buy |
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|
2020
Q2 | $164K | Buy |
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|
2020
Q1 | $114K | Sell |
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|
2019
Q4 | $168K | Hold |
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|
2019
Q3 | $156K | Hold |
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|
2019
Q2 | $157K | Sell |
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|
2019
Q1 | $158K | Sell |
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|
2018
Q4 | $875K | Buy |
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|
2018
Q3 | $155K | Hold |
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|
2018
Q2 | $149K | Sell |
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|
2018
Q1 | $258K | Hold |
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|
2017
Q4 | $261K | Buy |
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