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