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Arlington Partners’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Arlington Partners’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
Q1 		– Sell
-378
Closed -$22.2K – 211
2023
Q4 		$22.2K Hold
378
– – 0.01% 179
2023
Q3 		$19.6K Hold
378
– – 0.01% 183
2023
Q2 		$20.3K Hold
378
– – ﹤0.01% 397
2023
Q1 		$19.4K Hold
378
– – ﹤0.01% 348
2022
Q4 		$18.8K Buy
+378
New +$18.8K ﹤0.01% 313

Other funds holding SMLF

SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.1B AUM 21.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.36B AUM 18.79% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PCFFS
Pacific Center for Financial Services San Ramon, California $448M AUM 19.78% 1-Year Est. Return

Arlington Partners's SMLF Position: Q1 2024 in Review

Arlington Partners sold out of iShares US Small Cap Equity Factor ETF (SMLF) in Q1 2024, closing a stake of 378 shares — an estimated $22.2K sold.

Arlington Partners first reported a position in SMLF in Q4 2022 and held it in 5 quarters. The position peaked at $22.2K in Q4 2023. 141 funds tracked by Wall St. Rank hold SMLF as of Q1 2024.

  • Arlington Partners reported no remaining iShares US Small Cap Equity Factor ETF position as of Q1 2024 after selling out during the quarter.
  • Arlington Partners sold 378 iShares US Small Cap Equity Factor ETF shares in Q1 2024, an estimated $22.2K.
  • Arlington Partners first reported a position in iShares US Small Cap Equity Factor ETF in Q4 2022 and held it in 5 quarters.
  • Arlington Partners's iShares US Small Cap Equity Factor ETF position peaked at $22.2K in Q4 2023.
  • 141 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q1 2024.

Based on Arlington Partners's 13F filing for Q1 2024, filed 16 Apr 2024.