Marks Group Wealth Management’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 Q1	–	Sell	-8,734	Closed	-$590K	–	310
2024 Q4	$590K	Hold	8,734	–	–	0.06%	204
2024 Q3	$580K	Buy	+8,734	New	+$580K	0.06%	213