MWM
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Mascagni Wealth Management’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$293K Sell
4,312
-9,307
-68% -$632K 0.25% 95
2025
Q1
$847K Hold
13,619
0.84% 38
2024
Q4
$847K Buy
+13,619
New +$847K 0.84% 38