FMA Wealth Management, LLC SMLF Holdings History
FMA Wealth Management, LLC's iShares U.S. Small-Cap Equity Factor ETF Holding Summary
As of 2025-06-30, FMA Wealth Management, LLC held 75,877.00 shares of iShares U.S. Small-Cap Equity Factor ETF(SMLF), totaling $5.16 Mil. This investment constitutes 3.82% of their stock portfolio, and FMA Wealth Management, LLC now holds 0.28% of the outstanding iShares U.S. Small-Cap Equity Factor ETF(SMLF) stock.
The initial trade took place in 2023Q4. And since then FMA Wealth Management, LLC has made 4 purchases of SMLF, at an average price of $59.40, for a total of 76,178.00 shares. In addition, there have been 2 sales at an average price of $68.12 for 301.00 shares. Based on historical transaction data and SMLF's current price of $69.45, FMA Wealth Management, LLC's estimated gain on his SMLF holdings is $765,391.36, reflecting a 16.92% gain to date.
FMA Wealth Management, LLC SMLF ($69.45) Holding Chart
FMA Wealth Management, LLC SMLF ($69.45) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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