Ullmann Wealth Partners Group’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 | $34.7M | Sell |
|
|||||
|
2025
Q1 | $34.9M | Sell |
|
|||||
|
2024
Q4 | $38.3M | Buy |
|
|||||
|
2024
Q3 | $37.1M | Buy |
|
|||||
|
2024
Q2 | $32.8M | Buy |
|
|||||
|
2024
Q1 | $32.4M | Buy |
|
|||||
|
2023
Q4 | $29M | Buy |
|
|||||
|
2023
Q3 | $24.1M | Buy |
|
|||||
|
2023
Q2 | $17.2M | Buy |
|
|||||
|
2023
Q1 | $10.5M | Buy |
|
|||||
|
2022
Q4 | $9.73M | Buy |
|
|||||
|
2022
Q3 | $8.2M | Sell |
|
|||||
|
2022
Q2 | $8.74M | Buy |
|
|||||
|
2022
Q1 | $8.53M | Buy |
|
|||||
|
2021
Q4 | $7.51M | Buy |
|
|||||
|
2021
Q3 | $6.3M | Buy |
|
|||||
|
2021
Q2 | $5.32M | Buy |
|
|||||
|
2021
Q1 | $4.44M | Buy |
|
|||||
|
2020
Q4 | $3.2M | Buy |
|
|||||
|
2020
Q3 | $1.99M | Buy |
|
|||||
|
2020
Q2 | $852K | Buy |
|