LifeGoal Wealth Advisors’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
$2.17M Buy
31,930
+482
+2% +$32.8K 2.06% 11
2025
Q1
$1.95M Sell
31,448
-7,438
-19% -$462K 2.11% 12
2024
Q4
$2.62M Buy
+38,886
New +$2.62M 2.85% 11