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Westwood Holdings Group’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Westwood Holdings 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
2024
Q4 		– Sell
-145,292
Closed -$9.64M – 505
2024
Q3 		$9.64M Buy
+145,292
New +$9.24M 0.04% 265

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.1B AUM 21.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

Westwood Holdings Group's SMLF Position: Q4 2024 in Review

Westwood Holdings Group sold out of iShares US Small Cap Equity Factor ETF (SMLF) in Q4 2024, closing a stake of 145,292 shares — an estimated $9.64M sold.

Westwood Holdings Group first reported a position in SMLF in Q3 2024 and held it in 1 quarter. The position peaked at $9.64M in Q3 2024. 182 funds tracked by Wall St. Rank hold SMLF as of Q4 2024.

  • Westwood Holdings Group reported no remaining iShares US Small Cap Equity Factor ETF position as of Q4 2024 after selling out during the quarter.
  • Westwood Holdings Group sold 145,292 iShares US Small Cap Equity Factor ETF shares in Q4 2024, an estimated $9.64M.
  • Westwood Holdings Group first reported a position in iShares US Small Cap Equity Factor ETF in Q3 2024 and held it in 1 quarter.
  • Westwood Holdings Group's iShares US Small Cap Equity Factor ETF position peaked at $9.64M in Q3 2024.
  • 182 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q4 2024.

Based on Westwood Holdings Group's 13F filing for Q4 2024, filed 14 Feb 2025.