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JFS Wealth Advisors’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

JFS Wealth Advisors’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
2025
Q1 		– Sell
-1,852
Closed -$125K – 1988
2024
Q4 		$125K Buy
+1,852
New +$128K 0.01% 338

Other funds holding SMLF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

JFS Wealth Advisors's SMLF Position: Q1 2025 in Review

JFS Wealth Advisors sold out of iShares US Small Cap Equity Factor ETF (SMLF) in Q1 2025, closing a stake of 1,852 shares — an estimated $125K sold.

JFS Wealth Advisors first reported a position in SMLF in Q4 2024 and held it in 1 quarter. The position peaked at $125K in Q4 2024. 193 funds tracked by Wall St. Rank hold SMLF as of Q1 2025.

  • JFS Wealth Advisors reported no remaining iShares US Small Cap Equity Factor ETF position as of Q1 2025 after selling out during the quarter.
  • JFS Wealth Advisors sold 1,852 iShares US Small Cap Equity Factor ETF shares in Q1 2025, an estimated $125K.
  • JFS Wealth Advisors first reported a position in iShares US Small Cap Equity Factor ETF in Q4 2024 and held it in 1 quarter.
  • JFS Wealth Advisors's iShares US Small Cap Equity Factor ETF position peaked at $125K in Q4 2024.
  • 193 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q1 2025.

Based on JFS Wealth Advisors's 13F filing for Q1 2025, filed 22 Apr 2025.