Wescott Financial Advisory 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 | $340K | Sell |
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|
2025
Q1 | $314K | Sell |
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|
2024
Q4 | $531K | Sell |
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|
2024
Q3 | $542K | Sell |
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|
2024
Q2 | $564K | Sell |
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|
2024
Q1 | $642K | Sell |
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|
2023
Q4 | $1.07M | Sell |
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|
2023
Q3 | $1.05M | Buy |
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|
2023
Q2 | $1.05M | Buy |
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|
2023
Q1 | $992K | Buy |
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|
2022
Q4 | $928K | Buy |
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|
2022
Q3 | $786K | Buy |
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|
2022
Q2 | $629K | Buy |
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|
2022
Q1 | $716K | Buy |
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|
2021
Q4 | $715K | Buy |
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|
2021
Q3 | $631K | Sell |
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|
2021
Q2 | $642K | Buy |
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|
2021
Q1 | $583K | Buy |
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|
2020
Q4 | $461K | Buy |
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