IFP Advisors’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.47K	Sell	99 -334	-77%	-$25.9K	﹤0.01%	3306
2025 Q4	$32.4K	Buy	433 +362	+510%	+$27K	﹤0.01%	2444
2025 Q3	$5.28K	Hold	71	–	–	﹤0.01%	3216
2025 Q2	$4.84K	Hold	71	–	–	﹤0.01%	3412
2025 Q1	$4.41K	Hold	71	–	–	﹤0.01%	2893
2024 Q4	$4.78K	Buy	71 +1	+1%	+$69	﹤0.01%	2810
2024 Q3	$4.67K	Hold	70	–	–	﹤0.01%	2688
2024 Q2	$4.3K	Buy	+70	New	+$4.29K	﹤0.01%	2616
2019 Q1	$6K	Sell	140 -364	-72%	-$14.4K	﹤0.01%	1801
2018 Q4	$18K	Hold	504	–	–	﹤0.01%	2200
2018 Q3	$22K	Buy	504 +6	+1%	+$262	﹤0.01%	2415
2018 Q2	$21K	Sell	498 -4,599	-90%	-$189K	﹤0.01%	2439
2018 Q1	$201K	Hold	5,097	–	–	0.01%	989
2017 Q4	$201K	Sell	5,097 -667	-12%	-$26K	0.01%	992
2017 Q3	$220K	Buy	5,764 +5,654	+5,140%	+$206K	0.01%	1089
2017 Q2	$4K	Buy	+110	New	+$3.94K	﹤0.01%	3532
2016 Q2	–	Sell	-140	Closed	-$6K	–	4051
2016 Q1	$6K	Buy	+140	New	+$3.89K	﹤0.01%	1795