Certified Advisory Corp’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Certified Advisory Corp’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
2020 Q2	$1K	Hold	20	–	–	﹤0.01%	735
2020 Q1	$1K	Hold	20	–	–	﹤0.01%	745
2019 Q4	$1K	Hold	20	–	–	﹤0.01%	775
2019 Q3	$1K	Hold	20	–	–	﹤0.01%	771
2019 Q2	$1K	Buy	+20	New	+$805	﹤0.01%	779
2018 Q4	–	Sell	-95	Closed	-$4K	–	783
2018 Q3	$4K	Buy	+95	New	+$4.15K	﹤0.01%	680

Other funds holding SMLF

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

SFS

Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FMP

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Certified Advisory Corp's SMLF Position: Q2 2020 in Review

Certified Advisory Corp held its iShares US Small Cap Equity Factor ETF (SMLF) position steady in Q2 2020 at 20 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #735.

Certified Advisory Corp first reported a position in SMLF in Q3 2018 and has held it in 6 quarters since. The position peaked at $4K in Q3 2018. 59 funds tracked by Wall St. Rank hold SMLF as of Q2 2020.

Certified Advisory Corp held 20 shares of iShares US Small Cap Equity Factor ETF worth $1K as of Q2 2020.
Certified Advisory Corp left its iShares US Small Cap Equity Factor ETF share count unchanged in Q2 2020.
iShares US Small Cap Equity Factor ETF made up ﹤0.01% of Certified Advisory Corp's portfolio in Q2 2020, its #735 holding.
Certified Advisory Corp first reported a position in iShares US Small Cap Equity Factor ETF in Q3 2018 and has held it in 6 quarters since.
Certified Advisory Corp's iShares US Small Cap Equity Factor ETF position peaked at $4K in Q3 2018.
59 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q2 2020.

Based on Certified Advisory Corp's 13F filing for Q2 2020, filed 27 Jul 2020.