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Garrett Wealth Advisory Group’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Garrett Wealth Advisory 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
2019
Q4 		– Sell
-952
Closed -$37.9K – 543
2019
Q3 		$37.9K Buy
+952
New +$38K 0.03% 149

Other funds holding SMLF

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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
LWS
Lucia Wealth Services San Diego, California $426M AUM 19.43% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Garrett Wealth Advisory Group's SMLF Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of iShares US Small Cap Equity Factor ETF (SMLF) in Q4 2019, closing a stake of 952 shares — an estimated $37.9K sold.

Garrett Wealth Advisory Group first reported a position in SMLF in Q3 2019 and held it in 1 quarter. The position peaked at $37.9K in Q3 2019. 68 funds tracked by Wall St. Rank hold SMLF as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining iShares US Small Cap Equity Factor ETF position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 952 iShares US Small Cap Equity Factor ETF shares in Q4 2019, an estimated $37.9K.
  • Garrett Wealth Advisory Group first reported a position in iShares US Small Cap Equity Factor ETF in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's iShares US Small Cap Equity Factor ETF position peaked at $37.9K in Q3 2019.
  • 68 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.