Number of Shares
253,513.00
Current Holdings Value*
$15.76 Mil
% of Portfolio
6.37%
Total Estimate Gain
$2.72 Mil
% of Total Estimate Gain
17.87%

RESTON WEALTH MANAGEMENT LLC's iShares U.S. Small-Cap Equity Factor ETF Holding Summary

As of 2025-03-31, RESTON WEALTH MANAGEMENT LLC held 253,513.00 shares of iShares U.S. Small-Cap Equity Factor ETF(SMLF), totaling $15.76 Mil. This investment constitutes 6.37% of their stock portfolio, and RESTON WEALTH MANAGEMENT LLC now holds 0.91% of the outstanding iShares U.S. Small-Cap Equity Factor ETF(SMLF) stock.

The initial trade took place in 2024Q1. And since then RESTON WEALTH MANAGEMENT LLC has made 5 purchases of SMLF, at an average price of $60.12, for a total of 253,513.00 shares. Based on historical transaction data and SMLF's current price of $70.87, RESTON WEALTH MANAGEMENT LLC's estimated gain on his SMLF holdings is $2.72 Mil, reflecting a 17.87% gain to date.

RESTON WEALTH MANAGEMENT LLC SMLF ($70.87) Holding Chart

RESTON WEALTH MANAGEMENT LLC SMLF ($70.87) 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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