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Macroview Investment Management’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Macroview Investment Management’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
Q4 		– Sell
-207
Closed -$13.7K – 470
2024
Q3 		$13.7K Hold
207
– – 0.01% 204
2024
Q2 		$12.7K Hold
207
– – 0.01% 210
2024
Q1 		$13.2K Hold
207
– – 0.01% 229
2023
Q4 		$12.2K Buy
+207
New +$10.9K 0.01% 223
2023
Q3 		– Sell
-208
Closed -$11.1K – 861
2023
Q2 		$11.1K Buy
208
+1
+0.5% +$51 0.02% 248
2023
Q1 		$10.6K Buy
207
+1
+0.5% +$52 0.02% 246
2022
Q4 		$10.2K Buy
206
+1
+0.5% +$50 0.02% 252
2022
Q3 		$9K Buy
205
+1
+0.5% +$49 0.02% 247
2022
Q2 		$10K Hold
204
– – 0.02% 262
2022
Q1 		$11K Hold
204
– – 0.02% 260
2021
Q4 		$12K Buy
204
+2
+1% +$113 0.02% 237
2021
Q3 		$11K Hold
202
– – 0.01% 161
2021
Q2 		$11K Hold
202
– – 0.01% 174
2021
Q1 		$11K Buy
202
+1
+0.5% +$51 0.02% 155
2020
Q4 		$9K Buy
+201
New +$8.46K 0.01% 155

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 $2.54B AUM 18.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.1B AUM 21.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

Macroview Investment Management's SMLF Position: Q4 2024 in Review

Macroview Investment Management sold out of iShares US Small Cap Equity Factor ETF (SMLF) in Q4 2024, closing a stake of 207 shares — an estimated $13.7K sold.

Macroview Investment Management first reported a position in SMLF in Q4 2020 and held it in 15 quarters. The position peaked at $13.7K in Q3 2024. 182 funds tracked by Wall St. Rank hold SMLF as of Q4 2024.

  • Macroview Investment Management reported no remaining iShares US Small Cap Equity Factor ETF position as of Q4 2024 after selling out during the quarter.
  • Macroview Investment Management sold 207 iShares US Small Cap Equity Factor ETF shares in Q4 2024, an estimated $13.7K.
  • Macroview Investment Management first reported a position in iShares US Small Cap Equity Factor ETF in Q4 2020 and held it in 15 quarters.
  • Macroview Investment Management's iShares US Small Cap Equity Factor ETF position peaked at $13.7K in Q3 2024.
  • 182 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q4 2024.

Based on Macroview Investment Management's 13F filing for Q4 2024, filed 31 Jan 2025.