Sanford Advisory Services’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History
Bought
Maintained
Sold
Other funds holding SMLF
SFS
IWC
CCA
FMP
Sanford Advisory Services's SMLF Position: Q4 2022 in Review
Sanford Advisory Services increased its iShares US Small Cap Equity Factor ETF (SMLF) stake by 21% in Q4 2022, buying an estimated $1.95M and bringing the position to 222,935 shares worth $11.1M. The position accounts for 2.64% of the portfolio, ranked #8.
Sanford Advisory Services first reported a position in SMLF in Q2 2022 and has held it in 3 quarters since. 104 funds tracked by Wall St. Rank hold SMLF as of Q4 2022.
- Sanford Advisory Services held 222,935 shares of iShares US Small Cap Equity Factor ETF worth $11.1M as of Q4 2022.
- Sanford Advisory Services bought 39,074 iShares US Small Cap Equity Factor ETF shares in Q4 2022, an estimated $1.95M.
- iShares US Small Cap Equity Factor ETF made up 2.64% of Sanford Advisory Services's portfolio in Q4 2022, its #8 holding.
- Sanford Advisory Services first reported a position in iShares US Small Cap Equity Factor ETF in Q2 2022 and has held it in 3 quarters since.
- 104 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q4 2022.
Based on Sanford Advisory Services's 13F filing for Q4 2022, filed 8 Feb 2023.