LifeGoal Wealth Advisors’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

LifeGoal Wealth Advisors’s Portfolio SMLF Stock Details SMLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$723K	Sell	8,110 -295	-4%	-$24.6K	0.33%	42
2026 Q1	$639K	Sell	8,405 -15	-0.2%	-$1.17K	0.37%	43
2025 Q4	$631K	Buy	8,420 +2	+0%	+$149	0.42%	42
2025 Q3	$626K	Sell	8,418 -23,512	-74%	-$1.68M	0.52%	39
2025 Q2	$2.17M	Buy	31,930 +482	+2%	+$30.5K	2.06%	11
2025 Q1	$1.95M	Sell	31,448 -7,438	-19%	-$500K	2.11%	12
2024 Q4	$2.62M	Buy	+38,886	New	+$2.69M	2.85%	11

Other funds holding SMLF

Acropolis Investment Management St. Louis, Missouri $2.25B AUM 17.77% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return

Wealth Enhancement Trust Services Sioux Falls, South Dakota $792M AUM

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

FMA Wealth Management Duxbury, Massachusetts $156M AUM 15.22% 1-Year Est. Return

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return