Tillar-Wenstrup Advisors’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Tillar-Wenstrup 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
2020 Q1	–	Sell	-14,862	Closed	-$638K	–	43
2019 Q4	$638K	Buy	14,862 +145	+1%	+$6.01K	0.36%	43
2019 Q3	$587K	Buy	14,717 +553	+4%	+$22.1K	0.34%	38
2019 Q2	$571K	Sell	14,164 -48	-0.3%	-$1.93K	0.32%	40
2019 Q1	$570K	Buy	14,212 +429	+3%	+$17K	0.33%	39
2018 Q4	$494K	Buy	13,783 +920	+7%	+$36.1K	0.33%	43
2018 Q3	$559K	Buy	12,863 +2,168	+20%	+$94.8K	0.3%	51
2018 Q2	$447K	Buy	10,695 +394	+4%	+$16.2K	0.25%	51
2018 Q1	$403K	Buy	+10,301	New	+$410K	0.23%	53

Other funds holding SMLF

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

SFS

Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FMP

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

MUFG Americas New York $4.04B AUM 12.45% 1-Year Est. Return

Tillar-Wenstrup Advisors's SMLF Position: Q1 2020 in Review

Tillar-Wenstrup Advisors sold out of iShares US Small Cap Equity Factor ETF (SMLF) in Q1 2020, closing a stake of 14,862 shares — an estimated $638K sold.

Tillar-Wenstrup Advisors first reported a position in SMLF in Q1 2018 and held it in 8 quarters. The position peaked at $638K in Q4 2019. 64 funds tracked by Wall St. Rank hold SMLF as of Q1 2020.

Tillar-Wenstrup Advisors reported no remaining iShares US Small Cap Equity Factor ETF position as of Q1 2020 after selling out during the quarter.
Tillar-Wenstrup Advisors sold 14,862 iShares US Small Cap Equity Factor ETF shares in Q1 2020, an estimated $638K.
Tillar-Wenstrup Advisors first reported a position in iShares US Small Cap Equity Factor ETF in Q1 2018 and held it in 8 quarters.
Tillar-Wenstrup Advisors's iShares US Small Cap Equity Factor ETF position peaked at $638K in Q4 2019.
64 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q1 2020.

Based on Tillar-Wenstrup Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.