Wealth Enhancement Advisory Services’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 | $1.86M | Sell |
26,576
-655
| -2% | -$45.7K | ﹤0.01% | 1387 |
|
2025
Q1 | $1.69M | Buy |
27,231
+15,393
| +130% | +$957K | ﹤0.01% | 1329 |
|
2024
Q4 | $799K | Sell |
11,838
-34
| -0.3% | -$2.3K | ﹤0.01% | 1666 |
|
2024
Q3 | $788K | Buy |
11,872
+309
| +3% | +$20.5K | ﹤0.01% | 1529 |
|
2024
Q2 | $708K | Buy |
11,563
+961
| +9% | +$58.8K | ﹤0.01% | 1442 |
|
2024
Q1 | $674K | Sell |
10,602
-366
| -3% | -$23.3K | ﹤0.01% | 1419 |
|
2023
Q4 | $645K | Buy |
10,968
+5,046
| +85% | +$297K | ﹤0.01% | 1361 |
|
2023
Q3 | $306K | Buy |
+5,922
| New | +$306K | ﹤0.01% | 1724 |
|