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American Capital Advisory’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

American Capital Advisory’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
2024
Q2 		– Sell
-2,448
Closed -$125K – 494
2024
Q1 		$125K Buy
+2,448
New +$146K 0.11% 103

Other funds holding SMLF

SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
PCFFS
Pacific Center for Financial Services San Ramon, California $394M AUM 13.95% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
SFS
Searcy Financial Services Overland Park, Kansas $270M AUM 15.46% 1-Year Est. Return

American Capital Advisory's SMLF Position: Q2 2024 in Review

American Capital Advisory sold out of iShares US Small Cap Equity Factor ETF (SMLF) in Q2 2024, closing a stake of 2,448 shares — an estimated $125K sold.

American Capital Advisory first reported a position in SMLF in Q1 2024 and held it in 1 quarter. The position peaked at $125K in Q1 2024. 147 funds tracked by Wall St. Rank hold SMLF as of Q2 2024.

  • American Capital Advisory reported no remaining iShares US Small Cap Equity Factor ETF position as of Q2 2024 after selling out during the quarter.
  • American Capital Advisory sold 2,448 iShares US Small Cap Equity Factor ETF shares in Q2 2024, an estimated $125K.
  • American Capital Advisory first reported a position in iShares US Small Cap Equity Factor ETF in Q1 2024 and held it in 1 quarter.
  • American Capital Advisory's iShares US Small Cap Equity Factor ETF position peaked at $125K in Q1 2024.
  • 147 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q2 2024.

Based on American Capital Advisory's 13F filing for Q2 2024, filed 29 Jul 2024.