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Avior Wealth Management’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Avior Wealth Management’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
Q1 		– Sell
-136
Closed -$9.18K – 2073
2024
Q4 		$9.18K Hold
136
– – ﹤0.01% 1650
2024
Q3 		$9.02K Sell
136
-55
-29% -$3.5K ﹤0.01% 1593
2024
Q2 		$11.7K Hold
191
– – ﹤0.01% 1470
2024
Q1 		$12.1K Buy
+191
New +$11.4K ﹤0.01% 1793

Other funds holding SMLF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.1B AUM 21.23% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
BlackRock
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

Avior Wealth Management's SMLF Position: Q1 2025 in Review

Avior Wealth Management sold out of iShares US Small Cap Equity Factor ETF (SMLF) in Q1 2025, closing a stake of 136 shares — an estimated $9.18K sold.

Avior Wealth Management first reported a position in SMLF in Q1 2024 and held it in 4 quarters. The position peaked at $12.1K in Q1 2024. 193 funds tracked by Wall St. Rank hold SMLF as of Q1 2025.

  • Avior Wealth Management reported no remaining iShares US Small Cap Equity Factor ETF position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 136 iShares US Small Cap Equity Factor ETF shares in Q1 2025, an estimated $9.18K.
  • Avior Wealth Management first reported a position in iShares US Small Cap Equity Factor ETF in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's iShares US Small Cap Equity Factor ETF position peaked at $12.1K in Q1 2024.
  • 193 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.