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F.L. Putnam Investment Management’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

F.L. Putnam Investment 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
-6,982
Closed -$434K – 611
2025
Q1 		$434K Buy
6,982
+1,523
+28% +$102K 0.01% 438
2024
Q4 		$368K Buy
+5,459
New +$378K 0.01% 464

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

F.L. Putnam Investment Management's SMLF Position: Q2 2025 in Review

F.L. Putnam Investment Management sold out of iShares US Small Cap Equity Factor ETF (SMLF) in Q2 2025, closing a stake of 6,982 shares — an estimated $434K sold.

F.L. Putnam Investment Management first reported a position in SMLF in Q4 2024 and held it in 2 quarters. The position peaked at $434K in Q1 2025. 215 funds tracked by Wall St. Rank hold SMLF as of Q2 2025.

  • F.L. Putnam Investment Management reported no remaining iShares US Small Cap Equity Factor ETF position as of Q2 2025 after selling out during the quarter.
  • F.L. Putnam Investment Management sold 6,982 iShares US Small Cap Equity Factor ETF shares in Q2 2025, an estimated $434K.
  • F.L. Putnam Investment Management first reported a position in iShares US Small Cap Equity Factor ETF in Q4 2024 and held it in 2 quarters.
  • F.L. Putnam Investment Management's iShares US Small Cap Equity Factor ETF position peaked at $434K in Q1 2025.
  • 215 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q2 2025.

Based on F.L. Putnam Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.