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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$647K	Buy	18,601 +388	+2%	+$13.5K	0.34%	51
2025 Q1	$597K	Sell	18,213 -646	-3%	-$21.2K	0.33%	48
2024 Q4	$650K	Buy	18,859 +903	+5%	+$31.1K	0.37%	47
2024 Q3	$629K	Buy	17,956 +26	+0.1%	+$911	0.34%	51
2024 Q2	$573K	Buy	+17,930	New	+$573K	0.32%	57