WWA
WCG Wealth Advisors’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.42M | Buy |
123,891
+3,359
| +3% | +$228K | 0.54% | 52 |
|
|
2025
Q1 | $7.49M | Buy |
120,532
+6,897
| +6% | +$429K | 0.57% | 53 |
|
|
2024
Q4 | $7.67M | Buy |
113,635
+4,944
| +5% | +$334K | 0.51% | 62 |
|
|
2024
Q3 | $7.21M | Buy |
+108,691
| New | +$7.21M | 0.49% | 67 |
|