Ullmann Wealth Partners Group LLC Trims Position in iShares U.S. Small Cap Equity Factor ETF $SMLF

Ullmann Wealth Partners Group LLC lessened its stake in iShares U.S. Small Cap Equity Factor ETF (NYSEARCA:SMLF) by 6.4% in the third quarter, HoldingsChannel reports. The fund owned 477,546 shares of the company’s stock after selling 32,518 shares during the period. iShares U.S. Small Cap Equity Factor ETF makes up about 3.9% of Ullmann Wealth Partners Group LLC’s portfolio, making the stock its 7th biggest position. Ullmann Wealth Partners Group LLC’s holdings in iShares U.S. Small Cap Equity Factor ETF were worth $35,506,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors also recently bought and sold shares of SMLF. Creative Financial Designs Inc. ADV bought a new position in iShares U.S. Small Cap Equity Factor ETF during the 2nd quarter worth approximately $31,000. GPS Wealth Strategies Group LLC boosted its stake in shares of iShares U.S. Small Cap Equity Factor ETF by 1,120.7% during the second quarter. GPS Wealth Strategies Group LLC now owns 708 shares of the company’s stock valued at $48,000 after purchasing an additional 650 shares during the period. CENTRAL TRUST Co grew its holdings in shares of iShares U.S. Small Cap Equity Factor ETF by 100.3% in the second quarter. CENTRAL TRUST Co now owns 1,508 shares of the company’s stock worth $102,000 after purchasing an additional 755 shares during the last quarter. Comerica Bank increased its stake in shares of iShares U.S. Small Cap Equity Factor ETF by 98.2% in the first quarter. Comerica Bank now owns 2,349 shares of the company’s stock worth $146,000 after buying an additional 1,164 shares during the period. Finally, Bell Investment Advisors Inc purchased a new position in shares of iShares U.S. Small Cap Equity Factor ETF in the second quarter worth $160,000.

iShares U.S. Small Cap Equity Factor ETF Stock Down 0.1%

Shares of SMLF opened at $76.36 on Monday. The stock has a market capitalization of $2.65 billion, a P/E ratio of 17.17 and a beta of 1.10. The firm has a fifty day simple moving average of $74.60 and a two-hundred day simple moving average of $72.39. iShares U.S. Small Cap Equity Factor ETF has a twelve month low of $53.39 and a twelve month high of $77.68.

iShares U.S. Small Cap Equity Factor ETF Company 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). SMLF was launched on Apr 28, 2015 and is managed by BlackRock.