Vista Cima 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
$4.03M Buy
59,304
+1,858
+3% +$126K 3.77% 10
2025
Q1
$3.57M Buy
57,446
+2,870
+5% +$178K 3.84% 11
2024
Q4
$3.68M Buy
+54,576
New +$3.68M 3.83% 9