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

Sanctuary 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
-166,599
Closed -$11.9M – 2425
2024
Q4 		$11.9M Buy
166,599
+4,387
+3% +$304K 0.08% 277
2024
Q3 		$11.9M Buy
162,212
+21,776
+16% +$1.38M 0.08% 281
2024
Q2 		$8.49M Buy
+140,436
New +$8.61M 0.06% 321

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 $2.54B AUM 18.96% 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

Sanctuary Advisors's SMLF Position: Q1 2025 in Review

Sanctuary Advisors sold out of iShares US Small Cap Equity Factor ETF (SMLF) in Q1 2025, closing a stake of 166,599 shares — an estimated $11.9M sold.

Sanctuary Advisors first reported a position in SMLF in Q2 2024 and held it in 3 quarters. The position peaked at $11.9M in Q4 2024. 193 funds tracked by Wall St. Rank hold SMLF as of Q1 2025.

  • Sanctuary Advisors reported no remaining iShares US Small Cap Equity Factor ETF position as of Q1 2025 after selling out during the quarter.
  • Sanctuary Advisors sold 166,599 iShares US Small Cap Equity Factor ETF shares in Q1 2025, an estimated $11.9M.
  • Sanctuary Advisors first reported a position in iShares US Small Cap Equity Factor ETF in Q2 2024 and held it in 3 quarters.
  • Sanctuary Advisors's iShares US Small Cap Equity Factor ETF position peaked at $11.9M in Q4 2024.
  • 193 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q1 2025.

Based on Sanctuary Advisors's 13F filing for Q1 2025, filed 6 Jan 2026.