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

Other funds holding SMLF

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Ancora Advisors's SMLF Position: Q1 2021 in Review

Ancora Advisors sold out of iShares US Small Cap Equity Factor ETF (SMLF) in Q1 2021, closing a stake of 4,674 shares — an estimated $214K sold.

Ancora Advisors first reported a position in SMLF in Q3 2018 and held it in 6 quarters. The position peaked at $214K in Q4 2020. 71 funds tracked by Wall St. Rank hold SMLF as of Q1 2021.

Ancora Advisors reported no remaining iShares US Small Cap Equity Factor ETF position as of Q1 2021 after selling out during the quarter.
Ancora Advisors sold 4,674 iShares US Small Cap Equity Factor ETF shares in Q1 2021, an estimated $214K.
Ancora Advisors first reported a position in iShares US Small Cap Equity Factor ETF in Q3 2018 and held it in 6 quarters.
Ancora Advisors's iShares US Small Cap Equity Factor ETF position peaked at $214K in Q4 2020.
71 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q1 2021.

Based on Ancora Advisors's 13F filing for Q1 2021, filed 14 May 2021.