IRON Financial’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

IRON Financial’s Portfolio SMOT Stock Details SMOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-17,354	Closed	-$628K	–	161
2025 Q4	$628K	Sell	17,354 -772	-4%	-$27.9K	0.29%	60
2025 Q3	$654K	Sell	18,126 -475	-3%	-$17.1K	0.31%	61
2025 Q2	$647K	Buy	18,601 +388	+2%	+$12.6K	0.34%	54
2025 Q1	$597K	Sell	18,213 -646	-3%	-$22.6K	0.33%	48
2024 Q4	$650K	Buy	18,859 +903	+5%	+$32.2K	0.37%	47
2024 Q3	$629K	Buy	17,956 +26	+0.1%	+$862	0.34%	51
2024 Q2	$573K	Buy	+17,930	New	+$579K	0.32%	57

Other funds holding SMOT

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

GLA

Great Lakes Advisors Chicago, Illinois $12.1B AUM 29.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FMN

Financial Management Network Mission Viejo, California $653M AUM 17.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

FAL

Focused Alpha LLC Denver, Colorado $324M AUM

IRON Financial's SMOT Position: Q1 2026 in Review

IRON Financial sold out of VanEck Morningstar SMID Moat ETF (SMOT) in Q1 2026, closing a stake of 17,354 shares — an estimated $628K sold.

IRON Financial first reported a position in SMOT in Q2 2024 and held it in 7 quarters. The position peaked at $654K in Q3 2025. 106 funds tracked by Wall St. Rank hold SMOT as of Q1 2026.

IRON Financial reported no remaining VanEck Morningstar SMID Moat ETF position as of Q1 2026 after selling out during the quarter.
IRON Financial sold 17,354 VanEck Morningstar SMID Moat ETF shares in Q1 2026, an estimated $628K.
IRON Financial first reported a position in VanEck Morningstar SMID Moat ETF in Q2 2024 and held it in 7 quarters.
IRON Financial's VanEck Morningstar SMID Moat ETF position peaked at $654K in Q3 2025.
106 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q1 2026.

Based on IRON Financial's 13F filing for Q1 2026, filed 27 Apr 2026.