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Bartlett & Co Wealth Management’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Bartlett & Co 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
Q2 		– Sell
-1,418
Closed -$88.1K – 1320
2025
Q1 		$88.1K Buy
+1,418
New +$95.4K ﹤0.01% 562

Other funds holding SMLF

SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Bartlett & Co Wealth Management's SMLF Position: Q2 2025 in Review

Bartlett & Co Wealth Management sold out of iShares US Small Cap Equity Factor ETF (SMLF) in Q2 2025, closing a stake of 1,418 shares — an estimated $88.1K sold.

Bartlett & Co Wealth Management first reported a position in SMLF in Q1 2025 and held it in 1 quarter. The position peaked at $88.1K in Q1 2025. 215 funds tracked by Wall St. Rank hold SMLF as of Q2 2025.

  • Bartlett & Co Wealth Management reported no remaining iShares US Small Cap Equity Factor ETF position as of Q2 2025 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 1,418 iShares US Small Cap Equity Factor ETF shares in Q2 2025, an estimated $88.1K.
  • Bartlett & Co Wealth Management first reported a position in iShares US Small Cap Equity Factor ETF in Q1 2025 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's iShares US Small Cap Equity Factor ETF position peaked at $88.1K in Q1 2025.
  • 215 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q2 2025.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.