TOPS Moderate Growth ETF Portfolio SMLF Holdings History
TOPS Moderate Growth ETF Portfolio's iShares U.S. Small-Cap Equity Factor ETF Holding Summary
As of 2025-03-31, Northern Lights Variable Trust held 59,896.00 shares of iShares U.S. Small-Cap Equity Factor ETF(SMLF), totaling $3.72 Mil. This investment constitutes 2.01% of their stock portfolio, and Northern Lights Variable Trust now holds 0.23% of the outstanding iShares U.S. Small-Cap Equity Factor ETF(SMLF) stock.
The initial trade took place in 2024Q2. And since then TOPS Moderate Growth ETF Portfolio has made 3 purchases of SMLF, at an average price of $61.99, for a total of 60,047.00 shares. In addition, there have been 1 sales at an average price of $69.34 for 151.00 shares. Based on historical transaction data and SMLF's current price of $70.87, TOPS Moderate Growth ETF Portfolio's estimated gain on his SMLF holdings is $532,895.96, reflecting a 14.32% gain to date.
TOPS Moderate Growth ETF Portfolio SMLF ($70.87) Holding Chart
TOPS Moderate Growth ETF Portfolio SMLF ($70.87) 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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