iShares U.S. Small Cap Equity Factor ETF (NYSEARCA:SMLF) Shares Sold by LWM Advisory Services LLC

LWM Advisory Services LLC trimmed its holdings in shares of iShares U.S. Small Cap Equity Factor ETF (NYSEARCA:SMLF) by 9.1% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 18,934 shares of the company’s stock after selling 1,898 shares during the period. iShares U.S. Small Cap Equity Factor ETF makes up about 0.9% of LWM Advisory Services LLC’s portfolio, making the stock its 26th biggest position. LWM Advisory Services LLC’s holdings in iShares U.S. Small Cap Equity Factor ETF were worth $1,278,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also bought and sold shares of the business. Acropolis Investment Management LLC lifted its stake in iShares U.S. Small Cap Equity Factor ETF by 1.7% during the 4th quarter. Acropolis Investment Management LLC now owns 800,756 shares of the company’s stock valued at $54,051,000 after acquiring an additional 13,614 shares during the period. Ullmann Wealth Partners Group LLC lifted its stake in iShares U.S. Small Cap Equity Factor ETF by 1.5% during the 4th quarter. Ullmann Wealth Partners Group LLC now owns 568,074 shares of the company’s stock valued at $38,345,000 after acquiring an additional 8,479 shares during the period. Financial Management Professionals Inc. lifted its stake in iShares U.S. Small Cap Equity Factor ETF by 1.6% during the 4th quarter. Financial Management Professionals Inc. now owns 480,917 shares of the company’s stock valued at $32,462,000 after acquiring an additional 7,678 shares during the period. Pacific Center for Financial Services lifted its stake in iShares U.S. Small Cap Equity Factor ETF by 2.3% during the 3rd quarter. Pacific Center for Financial Services now owns 394,724 shares of the company’s stock valued at $26,190,000 after acquiring an additional 9,008 shares during the period. Finally, Cornerstone Planning Group LLC lifted its stake in iShares U.S. Small Cap Equity Factor ETF by 2.6% during the 4th quarter. Cornerstone Planning Group LLC now owns 371,476 shares of the company’s stock valued at $26,089,000 after acquiring an additional 9,250 shares during the period.

iShares U.S. Small Cap Equity Factor ETF Trading Down 2.9 %

Shares of NYSEARCA SMLF opened at $67.62 on Friday. The company has a 50 day simple moving average of $69.48 and a two-hundred day simple moving average of $67.95. iShares U.S. Small Cap Equity Factor ETF has a 12 month low of $58.48 and a 12 month high of $74.69. The stock has a market cap of $1.67 billion, a price-to-earnings ratio of 17.64 and a beta of 1.13.

About iShares U.S. Small Cap Equity Factor ETF

The iShares MSCI USA Small-Cap Multifactor ETF (SMLF) is an exchange-traded fund that is based on the STOXX U.S. SmallCap Equity Factor index. The fund tracks an index of small-cap US equities. Stocks are selected and weighted to increase exposure to four factors (quality, value, momentum, and low volatility).