SIAS
SMLF icon

Shine Investment Advisory Services’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Shine Investment Advisory Services’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 		$825K Buy
22,123
+7,640
+53% +$286K 0.28% 46
2020
Q2 		$517K Buy
14,483
+9,395
+185% +$313K 0.19% 66
2020
Q1 		$152K Buy
5,088
+4,431
+674% +$171K 0.07% 131
2019
Q4 		$28K Buy
+657
New +$27.2K 0.01% 437

Other funds holding SMLF

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
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

Shine Investment Advisory Services's SMLF Position: Q3 2020 in Review

Shine Investment Advisory Services increased its iShares US Small Cap Equity Factor ETF (SMLF) stake by 53% in Q3 2020, buying an estimated $286K and bringing the position to 22,123 shares worth $825K. The position accounts for 0.28% of the portfolio, ranked #46.

Shine Investment Advisory Services first reported a position in SMLF in Q4 2019 and has held it in 4 quarters since. 58 funds tracked by Wall St. Rank hold SMLF as of Q3 2020.

  • Shine Investment Advisory Services held 22,123 shares of iShares US Small Cap Equity Factor ETF worth $825K as of Q3 2020.
  • Shine Investment Advisory Services bought 7,640 iShares US Small Cap Equity Factor ETF shares in Q3 2020, an estimated $286K.
  • iShares US Small Cap Equity Factor ETF made up 0.28% of Shine Investment Advisory Services's portfolio in Q3 2020, its #46 holding.
  • Shine Investment Advisory Services first reported a position in iShares US Small Cap Equity Factor ETF in Q4 2019 and has held it in 4 quarters since.
  • 58 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.