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Wingate Wealth Advisors’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Wingate Wealth Advisors’s Portfolio SMLF Stock Details SMLF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$650K Sell
9,562
-1,610
-14% -$109K 0.58% 54
2025
Q1 		$694K Buy
11,172
+1,985
+22% +$123K 0.8% 45
2024
Q4 		$620K Buy
+9,187
New +$620K 0.61% 49