Landmark Wealth Management (Illinois)’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$823K	Sell	12,118 -14,072	-54%	-$956K	0.35%	33
2025 Q1	$1.63M	Sell	26,190 -113,154	-81%	-$7.03M	0.78%	27
2024 Q4	$9.41M	Sell	139,344 -8,136	-6%	-$549K	4.58%	7
2024 Q3	$9.79M	Buy	147,480 +10,087	+7%	+$669K	4.88%	8
2024 Q2	$8.41M	Buy	+137,393	New	+$8.41M	4.63%	8