Wealthspire Advisors (New York)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $545K | Buy |
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|
2025
Q4 | $541K | Buy |
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|
2025
Q3 | $528K | Buy |
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|
2025
Q2 | $482K | Sell |
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|
2025
Q1 | $443K | Sell |
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|
2024
Q4 | $543K | Sell |
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|
2024
Q3 | $575K | Sell |
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|
2024
Q2 | $569K | Sell |
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|
2024
Q1 | $607K | Sell |
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|
2023
Q4 | $623K | Sell |
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|
2023
Q3 | $593K | Sell |
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|
2023
Q2 | $638K | Sell |
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|
2023
Q1 | $676K | Sell |
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|
2022
Q4 | $672K | Buy |
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|
2022
Q3 | $606K | Buy |
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|
2022
Q2 | $625K | Sell |
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|
2022
Q1 | $773K | Sell |
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|
2021
Q4 | $1M | Sell |
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|
2021
Q3 | $945K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $953K | Buy |
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