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

AlphaMark 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
2020
Q3 		– Sell
-750
Closed -$27K – 560
2020
Q2 		$27K Sell
750
-498
-40% -$16.6K 0.01% 256
2020
Q1 		$37K Buy
+1,248
New +$48.2K 0.02% 205

Other funds holding SMLF

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AlphaMark Advisors's SMLF Position: Q3 2020 in Review

AlphaMark Advisors sold out of iShares US Small Cap Equity Factor ETF (SMLF) in Q3 2020, closing a stake of 750 shares — an estimated $27K sold.

AlphaMark Advisors first reported a position in SMLF in Q1 2020 and held it in 2 quarters. The position peaked at $37K in Q1 2020. 57 funds tracked by Wall St. Rank hold SMLF as of Q3 2020.

  • AlphaMark Advisors reported no remaining iShares US Small Cap Equity Factor ETF position as of Q3 2020 after selling out during the quarter.
  • AlphaMark Advisors sold 750 iShares US Small Cap Equity Factor ETF shares in Q3 2020, an estimated $27K.
  • AlphaMark Advisors first reported a position in iShares US Small Cap Equity Factor ETF in Q1 2020 and held it in 2 quarters.
  • AlphaMark Advisors's iShares US Small Cap Equity Factor ETF position peaked at $37K in Q1 2020.
  • 57 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q3 2020.

Based on AlphaMark Advisors's 13F filing for Q3 2020, filed 6 Nov 2020.