TWA
SMLF icon

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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
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
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $12.5B AUM 18.49% 1-Year Est. Return
MA
MUFG Americas New York $4.04B AUM 12.45% 1-Year Est. Return