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SMLF icon

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

Ancora 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
2021
Q1 		– Sell
-4,674
Closed -$214K – 1824
2020
Q4 		$214K Hold
4,674
– – 0.01% 613
2020
Q3 		$174K Hold
4,674
– – 0.01% 623
2020
Q2 		$167K Hold
4,674
– – 0.01% 618
2020
Q1 		$139K Hold
4,674
– – 0.01% 714
2019
Q4 		$201K Buy
+4,674
New +$194K 0.01% 651
2018
Q4 		– Sell
-4,674
Closed -$203K – 1096
2018
Q3 		$203K Buy
+4,674
New +$204K 0.01% 643

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Envestnet Asset Management
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SFS
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BlackRock
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CCA
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IWC
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Wells Fargo
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FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return