MGWM
SMLF icon

Marks Group Wealth Management’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Marks Group Wealth 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
2025
Q1 		– Sell
-8,734
Closed -$590K – 310
2024
Q4 		$590K Hold
8,734
– – 0.06% 204
2024
Q3 		$580K Buy
+8,734
New +$555K 0.06% 213

Other funds holding SMLF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.1B AUM 21.23% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 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

Marks Group Wealth Management's SMLF Position: Q1 2025 in Review

Marks Group Wealth Management sold out of iShares US Small Cap Equity Factor ETF (SMLF) in Q1 2025, closing a stake of 8,734 shares — an estimated $590K sold.

Marks Group Wealth Management first reported a position in SMLF in Q3 2024 and held it in 2 quarters. The position peaked at $590K in Q4 2024. 193 funds tracked by Wall St. Rank hold SMLF as of Q1 2025.

  • Marks Group Wealth Management reported no remaining iShares US Small Cap Equity Factor ETF position as of Q1 2025 after selling out during the quarter.
  • Marks Group Wealth Management sold 8,734 iShares US Small Cap Equity Factor ETF shares in Q1 2025, an estimated $590K.
  • Marks Group Wealth Management first reported a position in iShares US Small Cap Equity Factor ETF in Q3 2024 and held it in 2 quarters.
  • Marks Group Wealth Management's iShares US Small Cap Equity Factor ETF position peaked at $590K in Q4 2024.
  • 193 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q1 2025.

Based on Marks Group Wealth Management's 13F filing for Q1 2025, filed 1 May 2025.