GYL Financial Synergies’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

GYL Financial Synergies’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 Q3	$17M	Buy	256,660 +5,271	+2%	+$335K	1.28%	16
2024 Q2	$15.4M	Sell	251,389 -11,894	-5%	-$730K	1.19%	17
2024 Q1	$16.7M	Buy	263,283 +82	+0%	+$4.9K	1.31%	15
2023 Q4	$15.5M	Buy	263,201 +5,683	+2%	+$299K	1.28%	15
2023 Q3	$13.3M	Sell	257,518 -5,234	-2%	-$284K	1.29%	14
2023 Q2	$14.1M	Buy	262,752 +25,692	+11%	+$1.31M	1.28%	14
2023 Q1	$12.2M	Buy	237,060 +15,655	+7%	+$821K	1.46%	15
2022 Q4	$11M	Sell	221,405 -2,163	-1%	-$108K	2.38%	8
2022 Q3	$10M	Buy	223,568 +6,008	+3%	+$297K	2.73%	8
2022 Q2	$10.2M	Buy	217,560 +22,409	+11%	+$1.14M	2.79%	7
2022 Q1	$10.6M	Buy	+195,151	New	+$10.6M	2.55%	8

Other funds holding SMLF

Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.26B AUM 14.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Pacific Center for Financial Services San Ramon, California $394M AUM 13.95% 1-Year Est. Return