Cyndeo Wealth Partners’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Cyndeo Wealth Partners’s Portfolio SMLF Stock Details SMLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.63M	Buy
2025 Q2	$1.46M	Buy
2025 Q1	$1.28M	Buy
2024 Q4	$1.15M	Buy
2024 Q3	$1.12M	Buy
2024 Q2	$974K	Buy
2024 Q1	$430K	Buy