Wade Financial Advisory Inc Has $5.22 Million Holdings in iShares U.S. Small Cap Equity Factor ETF (NYSEARCA:SMLF)

Wade Financial Advisory Inc decreased its position in iShares U.S. Small Cap Equity Factor ETF (NYSEARCA:SMLF) by 12.9% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 88,711 shares of the company’s stock after selling 13,126 shares during the period. iShares U.S. Small Cap Equity Factor ETF makes up 2.0% of Wade Financial Advisory Inc’s holdings, making the stock its 14th biggest holding. Wade Financial Advisory Inc owned about 0.62% of iShares U.S. Small Cap Equity Factor ETF worth $5,218,000 at the end of the most recent quarter.

A number of other institutional investors have also bought and sold shares of SMLF. Private Advisor Group LLC grew its stake in iShares U.S. Small Cap Equity Factor ETF by 2.5% during the third quarter. Private Advisor Group LLC now owns 11,851 shares of the company’s stock worth $613,000 after purchasing an additional 291 shares during the period. Cedar Brook Financial Partners LLC increased its stake in iShares U.S. Small Cap Equity Factor ETF by 2.1% in the fourth quarter. Cedar Brook Financial Partners LLC now owns 19,522 shares of the company’s stock valued at $1,122,000 after purchasing an additional 395 shares in the last quarter. Bogart Wealth LLC increased its stake in iShares U.S. Small Cap Equity Factor ETF by 66.6% in the fourth quarter. Bogart Wealth LLC now owns 1,001 shares of the company’s stock valued at $59,000 after purchasing an additional 400 shares in the last quarter. Signature Resources Capital Management LLC acquired a new position in shares of iShares U.S. Small Cap Equity Factor ETF during the fourth quarter valued at about $32,000. Finally, Signature Estate & Investment Advisors LLC boosted its position in shares of iShares U.S. Small Cap Equity Factor ETF by 3.0% during the 4th quarter. Signature Estate & Investment Advisors LLC now owns 20,889 shares of the company’s stock worth $1,229,000 after purchasing an additional 601 shares in the last quarter.

iShares U.S. Small Cap Equity Factor ETF Price Performance

Shares of NYSEARCA:SMLF traded down $0.75 during trading on Thursday, reaching $61.82. 74,049 shares of the stock were exchanged, compared to its average volume of 65,779. iShares U.S. Small Cap Equity Factor ETF has a 1-year low of $47.77 and a 1-year high of $63.91. The stock has a fifty day moving average of $61.61 and a two-hundred day moving average of $58.71. The firm has a market cap of $1.04 billion, a price-to-earnings ratio of 13.60 and a beta of 1.19.

iShares U.S. Small Cap Equity Factor ETF Profile

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).