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

Intrua Financial’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
2022
Q2 		– Sell
-4,103
Closed -$224K – 392
2022
Q1 		$224K Hold
4,103
– – 0.04% 344
2021
Q4 		$235K Sell
4,103
-299
-7% -$16.9K 0.04% 339
2021
Q3 		$243K Buy
+4,402
New +$240K 0.04% 326

Other funds holding SMLF

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Intrua Financial's SMLF Position: Q2 2022 in Review

Intrua Financial sold out of iShares US Small Cap Equity Factor ETF (SMLF) in Q2 2022, closing a stake of 4,103 shares — an estimated $224K sold.

Intrua Financial first reported a position in SMLF in Q3 2021 and held it in 3 quarters. The position peaked at $243K in Q3 2021. 90 funds tracked by Wall St. Rank hold SMLF as of Q2 2022.

  • Intrua Financial reported no remaining iShares US Small Cap Equity Factor ETF position as of Q2 2022 after selling out during the quarter.
  • Intrua Financial sold 4,103 iShares US Small Cap Equity Factor ETF shares in Q2 2022, an estimated $224K.
  • Intrua Financial first reported a position in iShares US Small Cap Equity Factor ETF in Q3 2021 and held it in 3 quarters.
  • Intrua Financial's iShares US Small Cap Equity Factor ETF position peaked at $243K in Q3 2021.
  • 90 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q2 2022.

Based on Intrua Financial's 13F filing for Q2 2022, filed 12 Aug 2022.