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Ten Capital Wealth Advisors’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Ten Capital Wealth 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
2023
Q2 		– Sell
-31
Closed -$1.59K – 467
2023
Q1 		$1.59K Hold
31
– – ﹤0.01% 470
2022
Q4 		$1.54K Buy
+31
New +$1.54K ﹤0.01% 455

Other funds holding SMLF

SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Ten Capital Wealth Advisors's SMLF Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of iShares US Small Cap Equity Factor ETF (SMLF) in Q2 2023, closing a stake of 31 shares — an estimated $1.59K sold.

Ten Capital Wealth Advisors first reported a position in SMLF in Q4 2022 and held it in 2 quarters. The position peaked at $1.59K in Q1 2023. 102 funds tracked by Wall St. Rank hold SMLF as of Q2 2023.

  • Ten Capital Wealth Advisors reported no remaining iShares US Small Cap Equity Factor ETF position as of Q2 2023 after selling out during the quarter.
  • Ten Capital Wealth Advisors sold 31 iShares US Small Cap Equity Factor ETF shares in Q2 2023, an estimated $1.59K.
  • Ten Capital Wealth Advisors first reported a position in iShares US Small Cap Equity Factor ETF in Q4 2022 and held it in 2 quarters.
  • Ten Capital Wealth Advisors's iShares US Small Cap Equity Factor ETF position peaked at $1.59K in Q1 2023.
  • 102 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.