CIBC Private Wealth Group
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CIBC Private Wealth Group’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

CIBC Private Wealth Group’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
Q2 		– Sell
-812
Closed -$51.3K – 3287
2024
Q1 		$51.3K Buy
+812
New +$48.5K ﹤0.01% 1670

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
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
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
PCFFS
Pacific Center for Financial Services San Ramon, California $394M AUM 13.95% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
SFS
Searcy Financial Services Overland Park, Kansas $270M AUM 15.46% 1-Year Est. Return

CIBC Private Wealth Group's SMLF Position: Q2 2024 in Review

CIBC Private Wealth Group sold out of iShares US Small Cap Equity Factor ETF (SMLF) in Q2 2024, closing a stake of 812 shares — an estimated $51.3K sold.

CIBC Private Wealth Group first reported a position in SMLF in Q1 2024 and held it in 1 quarter. The position peaked at $51.3K in Q1 2024. 147 funds tracked by Wall St. Rank hold SMLF as of Q2 2024.

  • CIBC Private Wealth Group reported no remaining iShares US Small Cap Equity Factor ETF position as of Q2 2024 after selling out during the quarter.
  • CIBC Private Wealth Group sold 812 iShares US Small Cap Equity Factor ETF shares in Q2 2024, an estimated $51.3K.
  • CIBC Private Wealth Group first reported a position in iShares US Small Cap Equity Factor ETF in Q1 2024 and held it in 1 quarter.
  • CIBC Private Wealth Group's iShares US Small Cap Equity Factor ETF position peaked at $51.3K in Q1 2024.
  • 147 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q2 2024.

Based on CIBC Private Wealth Group's 13F filing for Q2 2024, filed 9 Aug 2024.