GI
SMLF icon

Gradient Investments’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Gradient Investments’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
2023
Q3 		– Sell
-8
Closed -$429 – 1901
2023
Q2 		$429 Buy
+8
New +$407 ﹤0.01% 1552

Other funds holding SMLF

SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.1B AUM 21.23% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Gradient Investments's SMLF Position: Q3 2023 in Review

Gradient Investments sold out of iShares US Small Cap Equity Factor ETF (SMLF) in Q3 2023, closing a stake of 8 shares — an estimated $429 sold.

Gradient Investments first reported a position in SMLF in Q2 2023 and held it in 1 quarter. The position peaked at $429 in Q2 2023. 115 funds tracked by Wall St. Rank hold SMLF as of Q3 2023.

  • Gradient Investments reported no remaining iShares US Small Cap Equity Factor ETF position as of Q3 2023 after selling out during the quarter.
  • Gradient Investments sold 8 iShares US Small Cap Equity Factor ETF shares in Q3 2023, an estimated $429.
  • Gradient Investments first reported a position in iShares US Small Cap Equity Factor ETF in Q2 2023 and held it in 1 quarter.
  • Gradient Investments's iShares US Small Cap Equity Factor ETF position peaked at $429 in Q2 2023.
  • 115 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q3 2023.

Based on Gradient Investments's 13F filing for Q3 2023, filed 27 Oct 2023.