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VisionPoint Advisory Group’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

VisionPoint Advisory Group’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
Q4 		– Sell
-27
Closed -$1.4K – 869
2023
Q3 		$1.4K Buy
+27
New +$1.46K ﹤0.01% 603

Other funds holding SMLF

SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.1B AUM 21.23% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 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
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

VisionPoint Advisory Group's SMLF Position: Q4 2023 in Review

VisionPoint Advisory Group sold out of iShares US Small Cap Equity Factor ETF (SMLF) in Q4 2023, closing a stake of 27 shares — an estimated $1.4K sold.

VisionPoint Advisory Group first reported a position in SMLF in Q3 2023 and held it in 1 quarter. The position peaked at $1.4K in Q3 2023. 123 funds tracked by Wall St. Rank hold SMLF as of Q4 2023.

  • VisionPoint Advisory Group reported no remaining iShares US Small Cap Equity Factor ETF position as of Q4 2023 after selling out during the quarter.
  • VisionPoint Advisory Group sold 27 iShares US Small Cap Equity Factor ETF shares in Q4 2023, an estimated $1.4K.
  • VisionPoint Advisory Group first reported a position in iShares US Small Cap Equity Factor ETF in Q3 2023 and held it in 1 quarter.
  • VisionPoint Advisory Group's iShares US Small Cap Equity Factor ETF position peaked at $1.4K in Q3 2023.
  • 123 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q4 2023.

Based on VisionPoint Advisory Group's 13F filing for Q4 2023, filed 7 Feb 2024.