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Vigilare Wealth Management’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Vigilare Wealth Management’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
Q2 		– Sell
-14,072
Closed -$419K – 143
2020
Q1 		$419K Sell
14,072
-3,279
-19% -$127K 0.5% 52
2019
Q4 		$732K Buy
+17,351
New +$719K 0.49% 52

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 $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
Ameriprise
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Vigilare Wealth Management's SMLF Position: Q2 2020 in Review

Vigilare Wealth Management sold out of iShares US Small Cap Equity Factor ETF (SMLF) in Q2 2020, closing a stake of 14,072 shares — an estimated $419K sold.

Vigilare Wealth Management first reported a position in SMLF in Q4 2019 and held it in 2 quarters. The position peaked at $732K in Q4 2019. 59 funds tracked by Wall St. Rank hold SMLF as of Q2 2020.

  • Vigilare Wealth Management reported no remaining iShares US Small Cap Equity Factor ETF position as of Q2 2020 after selling out during the quarter.
  • Vigilare Wealth Management sold 14,072 iShares US Small Cap Equity Factor ETF shares in Q2 2020, an estimated $419K.
  • Vigilare Wealth Management first reported a position in iShares US Small Cap Equity Factor ETF in Q4 2019 and held it in 2 quarters.
  • Vigilare Wealth Management's iShares US Small Cap Equity Factor ETF position peaked at $732K in Q4 2019.
  • 59 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q2 2020.

Based on Vigilare Wealth Management's 13F filing for Q2 2020, filed 20 Jul 2020.