RESTON WEALTH MANAGEMENT LLC SMLF Holdings History
RESTON WEALTH MANAGEMENT LLC's iShares U.S. Small-Cap Equity Factor ETF Holding Summary
As of 2025-03-31, RESTON WEALTH MANAGEMENT LLC held 253,513.00 shares of iShares U.S. Small-Cap Equity Factor ETF(SMLF), totaling $15.76 Mil. This investment constitutes 6.37% of their stock portfolio, and RESTON WEALTH MANAGEMENT LLC now holds 0.91% of the outstanding iShares U.S. Small-Cap Equity Factor ETF(SMLF) stock.
The initial trade took place in 2024Q1. And since then RESTON WEALTH MANAGEMENT LLC has made 5 purchases of SMLF, at an average price of $60.12, for a total of 253,513.00 shares. Based on historical transaction data and SMLF's current price of $70.06, RESTON WEALTH MANAGEMENT LLC's estimated gain on his SMLF holdings is $2.52 Mil, reflecting a 16.53% gain to date.
RESTON WEALTH MANAGEMENT LLC SMLF ($70.06) Holding Chart
RESTON WEALTH MANAGEMENT LLC SMLF ($70.06) 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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