Westover Capital Advisors’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 | $1.37M | Sell |
20,206
-145
| -0.7% | -$9.85K | 0.27% | 76 |
|
|
2025
Q1 | $1.27M | Sell |
20,351
-343
| -2% | -$21.3K | 0.28% | 83 |
|
|
2024
Q4 | $1.4M | Sell |
20,694
-20,782
| -50% | -$1.4M | 0.31% | 78 |
|
|
2024
Q3 | $2.75M | Buy |
41,476
+20,710
| +100% | +$1.37M | 0.53% | 43 |
|
|
2024
Q2 | $1.27M | Buy |
20,766
+117
| +0.6% | +$7.16K | 0.33% | 76 |
|
|
2024
Q1 | $1.31M | Buy |
20,649
+465
| +2% | +$29.6K | 0.38% | 67 |
|
|
2023
Q4 | $1.19M | Buy |
+20,184
| New | +$1.19M | 0.39% | 63 |
|