Atria Wealth Solutions’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Atria Wealth Solutions’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
2025 Q2	–	Sell	-6,203	Closed	-$386K	–	1857
2025 Q1	$386K	Buy	6,203 +846	+16%	+$56.9K	﹤0.01%	1332
2024 Q4	$362K	Buy	5,357 +333	+7%	+$23.1K	﹤0.01%	1432
2024 Q3	$333K	Buy	5,024 +747	+17%	+$47.5K	﹤0.01%	1446
2024 Q2	$262K	Buy	4,277 +296	+7%	+$18.2K	﹤0.01%	1596
2024 Q1	$253K	Buy	3,981 +268	+7%	+$16K	﹤0.01%	1670
2023 Q4	$218K	Buy	+3,713	New	+$195K	﹤0.01%	1719

Other funds holding SMLF

Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.26B AUM 14.64% 1-Year Est. Return

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

Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return