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Montag & Associates’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Montag & Associates’s Portfolio SMLF Stock Details SMLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2M Hold
29,500
– – 0.1% 163
2025
Q1 		$1.83M Hold
29,500
– – 0.09% 176
2024
Q4 		$1.99M Buy
+29,500
New +$1.99M 0.09% 172