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IAG Wealth Partners’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

IAG Wealth Partners’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
2020
Q2 		– Sell
-2,300
Closed -$69K – 445
2020
Q1 		$69K Buy
+2,300
New +$88.8K 0.05% 78

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Envestnet Asset Management
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SFS
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IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
BlackRock
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

IAG Wealth Partners's SMLF Position: Q2 2020 in Review

IAG Wealth Partners sold out of iShares US Small Cap Equity Factor ETF (SMLF) in Q2 2020, closing a stake of 2,300 shares — an estimated $69K sold.

IAG Wealth Partners first reported a position in SMLF in Q1 2020 and held it in 1 quarter. The position peaked at $69K in Q1 2020. 59 funds tracked by Wall St. Rank hold SMLF as of Q2 2020.

  • IAG Wealth Partners reported no remaining iShares US Small Cap Equity Factor ETF position as of Q2 2020 after selling out during the quarter.
  • IAG Wealth Partners sold 2,300 iShares US Small Cap Equity Factor ETF shares in Q2 2020, an estimated $69K.
  • IAG Wealth Partners first reported a position in iShares US Small Cap Equity Factor ETF in Q1 2020 and held it in 1 quarter.
  • IAG Wealth Partners's iShares US Small Cap Equity Factor ETF position peaked at $69K in Q1 2020.
  • 59 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q2 2020.

Based on IAG Wealth Partners's 13F filing for Q2 2020, filed 11 Feb 2021.