LWM Advisory Services’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

LWM Advisory Services’s Portfolio SMLF Stock Details SMLF Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$498K	Sell
2025 Q4	$1.5M	Sell
2025 Q3	$1.5M	Buy
2025 Q2	$1.35M	Buy
2025 Q1	$1.11M	Sell
2024 Q4	$1.28M	Sell
2024 Q3	$1.38M	Buy
2024 Q2	$645K	Buy
2024 Q1	$532K	Buy