IWA
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Integrity Wealth Advisors’s Bahl & Gaynor Small/Mid Cap Income Growth ETF SMIG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.77M Buy
130,645
+7,442
+6% +$215K 2.63% 8
2025
Q1
$3.52M Sell
123,203
-55,505
-31% -$1.58M 2.58% 9
2024
Q4
$5.2M Buy
+178,708
New +$5.2M 3.79% 8