Searcy Financial Services’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
Sell
-362,787
Closed -$22.6M 28
2025
Q1
$22.6M Buy
362,787
+10,263
+3% +$638K 9.76% 4
2024
Q4
$23.8M Sell
352,524
-1,061
-0.3% -$71.6K 10.99% 3
2024
Q3
$23.5M Buy
353,585
+5,877
+2% +$390K 11.01% 4
2024
Q2
$21.3M Buy
+347,708
New +$21.3M 10.62% 4