Wharton Business 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 | $1.5M | Hold |
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|
2025
Q1 | $1.38M | Hold |
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|
2024
Q4 | $1.49M | Hold |
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|
2024
Q3 | $1.47M | Sell |
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|
2024
Q2 | $1.84M | Sell |
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|
2024
Q1 | $1.91M | Sell |
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|
2023
Q4 | $1.77M | Sell |
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|
2023
Q3 | $1.56M | Hold |
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|
2023
Q2 | $1.61M | Hold |
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|
2023
Q1 | $1.54M | Hold |
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|
2022
Q4 | $1.5M | Hold |
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|
2022
Q3 | $1.35M | Hold |
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|
2022
Q2 | $1.41M | Hold |
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|
2022
Q1 | $1.64M | Hold |
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|
2021
Q4 | $1.72M | Buy |
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|
2021
Q3 | $1.08M | Buy |
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|
2021
Q2 | $279K | Buy |
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