Wcg Wealth Advisors LLC Ishares Msci Usa Small Cap Mul Transaction History

Wcg Wealth Advisors LLC

  • $1.48 Billion
  • Q3 2025

A detailed history of Wcg Wealth Advisors LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 138,267 shares of SMLF stock, worth $10 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares
138,267
Previous 123,891 11.6%
Holding current value
$10 Million
Previous $8.42 Million 22.12%
% of portfolio
0.69%
Previous 0.59%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
$68.27 - $75.58 $981,449 - $1.09 Million
14,376 Added 11.6%
138,267 $10.3 Million
Q2 2025

Aug 13, 2025
BUY
$54.28 - $67.95 $182,326 - $228,244
3,359 Added 2.79%
123,891 $8.42 Million
Q1 2025

May 14, 2025
BUY
$60.91 - $71.4 $420,096 - $492,445
6,897 Added 6.07%
120,532 $7.49 Million
Q4 2024

Feb 18, 2025
BUY
$65.31 - $74.15 $322,892 - $366,597
4,944 Added 4.55%
113,635 $7.67 Million
Q3 2024

Nov 13, 2024
BUY
$60.1 - $66.57 $6.53 Million - $7.24 Million
108,691 New
108,691 $7.21 Million

Others Institutions Holding SMLF

# of Institutions
250
Shares Held
27.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MSCI USA SMALL-CAP MUL

SMLF Quotes by TradingView
  • Ticker SMLF
  • Sector ETFs
  • Industry ETFs
More about SMLF
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