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CBIZ Investment Advisory Services’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

CBIZ Investment Advisory Services’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
Q4 		– Sell
-3,250
Closed -$216K – 502
2024
Q3 		$216K Buy
3,250
+1,852
+132% +$118K 0.01% 49
2024
Q2 		$85.6K Sell
1,398
-553
-28% -$33.9K ﹤0.01% 73
2024
Q1 		$124K Buy
+1,951
New +$117K 0.01% 62
2021
Q3 		– Hold
0
– – – 49
2021
Q2 		– Hold
0
– – – 49
2021
Q1 		– Hold
0
– – – 44
2020
Q4 		– Hold
0
– – – 43
2020
Q3 		– Hold
0
– – – 12
2020
Q2 		– Hold
0
– – – 12
2020
Q1 		– Hold
0
– – – 11
2019
Q4 		– Hold
0
– – – 13

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

CBIZ Investment Advisory Services's SMLF Position: Q4 2024 in Review

CBIZ Investment Advisory Services sold out of iShares US Small Cap Equity Factor ETF (SMLF) in Q4 2024, closing a stake of 3,250 shares — an estimated $216K sold.

CBIZ Investment Advisory Services first reported a position in SMLF in Q1 2024 and held it in 3 quarters. The position peaked at $216K in Q3 2024. 182 funds tracked by Wall St. Rank hold SMLF as of Q4 2024.

  • CBIZ Investment Advisory Services reported no remaining iShares US Small Cap Equity Factor ETF position as of Q4 2024 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 3,250 iShares US Small Cap Equity Factor ETF shares in Q4 2024, an estimated $216K.
  • CBIZ Investment Advisory Services first reported a position in iShares US Small Cap Equity Factor ETF in Q1 2024 and held it in 3 quarters.
  • CBIZ Investment Advisory Services's iShares US Small Cap Equity Factor ETF position peaked at $216K in Q3 2024.
  • 182 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q4 2024.

Based on CBIZ Investment Advisory Services's 13F filing for Q4 2024, filed 10 Feb 2025.