Fox Financial, Inc SMLF Holdings History
Fox Financial, Inc's iShares U.S. Small-Cap Equity Factor ETF Holding Summary
As of 2025-03-31, Fox Financial, Inc held 282,329.00 shares of iShares U.S. Small-Cap Equity Factor ETF(SMLF), totaling $17.55 Mil. This investment constitutes 16.52% of their stock portfolio, and Fox Financial, Inc now holds 1.02% of the outstanding iShares U.S. Small-Cap Equity Factor ETF(SMLF) stock.
The initial trade took place in 2024Q2. And since then Fox Financial, Inc has made 4 purchases of SMLF, at an average price of $63.71, for a total of 282,329.00 shares. Based on historical transaction data and SMLF's current price of $70.68, Fox Financial, Inc's estimated gain on his SMLF holdings is $1.97 Mil, reflecting a 10.94% gain to date.
Fox Financial, Inc SMLF ($70.68) Holding Chart
Fox Financial, Inc SMLF ($70.68) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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