Dynamic Wealth Strategies, LLC Ishares Msci Usa Small Cap Mul Transaction History

Dynamic Wealth Strategies, LLC

$149 Million
Q3 2025

A detailed history of Dynamic Wealth Strategies, LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 20,583 shares of SMLF stock, worth $1.49 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares

20,583

Previous 20,402 0.89%

Holding current value

$1.49 Million

Previous $1.39 Million 10.39%

% of portfolio

1.03%

Previous 1.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	BUY	$68.27 - $75.58 $12,356 - $13,679	181 Added 0.89%	20,583 $1.53 Million
Q2 2025 Aug 13, 2025	BUY	$54.28 - $67.95 $93,687 - $117,281	1,726 Added 9.24%	20,402 $1.39 Million
Q1 2025 May 12, 2025	SELL	$60.91 - $71.4 $1.16 Million - $1.35 Million	-18,972 Reduced 50.39%	18,676 $1.16 Million
Q3 2024 Nov 13, 2024	SELL	$60.1 - $66.57 $18,150 - $20,104	-302 Reduced 0.8%	37,648 $2.5 Million
Q2 2024 Aug 15, 2024	SELL	$58.71 - $63.6 $40,392 - $43,756	-688 Reduced 1.78%	37,950 $2.32 Million

Q1 2024 May 15, 2024	SELL	$56.47 - $63.58 $32,300 - $36,367	-572 Reduced 1.46%	38,638 $2.46 Million
Q4 2023 Feb 13, 2024	BUY	$47.85 - $59.52 $1.88 Million - $2.33 Million	39,210 New	39,210 $2.31 Billion

Others Institutions Holding SMLF

# of Institutions

252

Shares Held

27.2M

Call Options Held

Put Options Held

View Full List

About ISHARES MSCI USA SMALL-CAP MUL

Ticker SMLF
Sector ETFs
Industry ETFs

More about SMLF

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Dynamic Wealth Strategies, LLC Ishares Msci Usa Small Cap Mul Transaction History