Modern 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 Q2	$4.4M	Buy	64,758 +10,309	+19%	+$701K	0.11%	173
2025 Q1	$3.38M	Buy	+54,449	New	+$3.38M	0.11%	162