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

Reilly Financial 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
2021 Q4	$16K	Buy	+288	New	+$16.3K	﹤0.01%	610

Other funds holding SMLF

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SFS

Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Reilly Financial Advisors's SMLF Position: Q4 2021 in Review

Reilly Financial Advisors opened a new position in iShares US Small Cap Equity Factor ETF (SMLF) in Q4 2021: 288 shares worth $16K. The stake represents ﹤0.01% of the portfolio and ranks #610 among its holdings.

95 funds tracked by Wall St. Rank hold SMLF as of Q4 2021.

Reilly Financial Advisors held 288 shares of iShares US Small Cap Equity Factor ETF worth $16K as of Q4 2021.
iShares US Small Cap Equity Factor ETF was a new Reilly Financial Advisors position in Q4 2021.
iShares US Small Cap Equity Factor ETF made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #610 holding.
95 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.