PWMG
SMLF icon

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

Prestige Wealth Management Group’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
Q3 		– Sell
-20
Closed -$1K – 916
2020
Q2 		$1K Hold
20
– – ﹤0.01% 841
2020
Q1 		$1K Sell
20
-16,490
-100% -$637K ﹤0.01% 838
2019
Q4 		$708K Buy
16,510
+1,071
+7% +$44.4K 0.39% 46
2019
Q3 		$616K Buy
15,439
+1,238
+9% +$49.5K 0.36% 49
2019
Q2 		$572K Sell
14,201
-19,242
-58% -$774K 0.35% 50
2019
Q1 		$1.34M Buy
33,443
+2,070
+7% +$82.1K 0.82% 21
2018
Q4 		$1.12M Buy
+31,373
New +$1.23M 0.83% 24

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Envestnet Asset Management
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SFS
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IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
CCA
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return