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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
2025
Q4
$628K Sell
2025
Q3
$654K Sell
2025
Q2
$647K Buy
2025
Q1
$597K Sell
2024
Q4
$650K Buy
2024
Q3
$629K Buy
2024
Q2
$573K Buy