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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$650K	Sell
2025 Q1	$694K	Buy
2024 Q4	$620K	Buy