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Ball & Co Wealth Management’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Ball & Co Wealth Management’s Portfolio SMLF Stock Details SMLF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Hold
0
– – – 75
2025
Q1 		– Sell
-40,659
Closed -$2.74M – 71
2024
Q4 		$2.74M Buy
+40,659
New +$2.74M 2.18% 8