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Cary Street Partners Investment Advisory’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Cary Street Partners Investment Advisory’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
2023
Q4 		– Sell
-70
Closed -$3.62K – 1636
2023
Q3 		$3.62K Buy
+70
New +$3.79K ﹤0.01% 1569

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
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Cary Street Partners Investment Advisory's SMLF Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of iShares US Small Cap Equity Factor ETF (SMLF) in Q4 2023, closing a stake of 70 shares — an estimated $3.62K sold.

Cary Street Partners Investment Advisory first reported a position in SMLF in Q3 2023 and held it in 1 quarter. The position peaked at $3.62K in Q3 2023. 123 funds tracked by Wall St. Rank hold SMLF as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining iShares US Small Cap Equity Factor ETF position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 70 iShares US Small Cap Equity Factor ETF shares in Q4 2023, an estimated $3.62K.
  • Cary Street Partners Investment Advisory first reported a position in iShares US Small Cap Equity Factor ETF in Q3 2023 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's iShares US Small Cap Equity Factor ETF position peaked at $3.62K in Q3 2023.
  • 123 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.