Western Financial Corp’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,571
| Closed | -$222K | – | 137 |
|
|
2025
Q1 | $222K | Buy |
3,571
+2
| +0.1% | +$124 | 0.13% | 111 |
|
|
2024
Q4 | $241K | Buy |
3,569
+80
| +2% | +$5.4K | 0.13% | 121 |
|
|
2024
Q3 | $231K | Sell |
3,489
-25
| -0.7% | -$1.66K | 0.13% | 113 |
|
|
2024
Q2 | $215K | Buy |
3,514
+245
| +7% | +$15K | 0.13% | 109 |
|
|
2024
Q1 | $208K | Buy |
+3,269
| New | +$208K | 0.13% | 112 |
|