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

Wcg Wealth Advisors LLC

  • $1.42 Billion
  • Q2 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 123,891 shares of SMLF stock, worth $9.1 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares
123,891
Previous 120,532 2.79%
Holding current value
$9.1 Million
Previous $7.49 Million 12.36%
% of portfolio
0.59%
Previous 0.62%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
234
Shares Held
23.9M
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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