Wade Financial Advisory Inc Acquires 251 Shares of iShares U.S. Small Cap Equity Factor ETF (NYSEARCA:SMLF)

Wade Financial Advisory Inc raised its holdings in shares of iShares U.S. Small Cap Equity Factor ETF (NYSEARCA:SMLF) by 0.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 58,352 shares of the company’s stock after buying an additional 251 shares during the period. iShares U.S. Small Cap Equity Factor ETF comprises approximately 1.3% of Wade Financial Advisory Inc’s investment portfolio, making the stock its 19th biggest position. Wade Financial Advisory Inc owned 0.35% of iShares U.S. Small Cap Equity Factor ETF worth $3,939,000 at the end of the most recent quarter.

Several other large investors also recently added to or reduced their stakes in the stock. Northwestern Mutual Wealth Management Co. grew its holdings in iShares U.S. Small Cap Equity Factor ETF by 2.6% in the second quarter. Northwestern Mutual Wealth Management Co. now owns 31,703 shares of the company’s stock worth $1,941,000 after purchasing an additional 802 shares during the last quarter. Truist Financial Corp increased its stake in iShares U.S. Small Cap Equity Factor ETF by 7.1% during the 2nd quarter. Truist Financial Corp now owns 11,563 shares of the company’s stock worth $708,000 after buying an additional 769 shares in the last quarter. Cetera Investment Advisers raised its holdings in iShares U.S. Small Cap Equity Factor ETF by 44.0% in the 2nd quarter. Cetera Investment Advisers now owns 143,092 shares of the company’s stock valued at $8,759,000 after acquiring an additional 43,699 shares during the last quarter. Sanctuary Advisors LLC purchased a new position in shares of iShares U.S. Small Cap Equity Factor ETF during the 2nd quarter worth $8,489,000. Finally, Cora Capital Advisors LLC lifted its holdings in iShares U.S. Small Cap Equity Factor ETF by 3.2% in the third quarter. Cora Capital Advisors LLC now owns 81,722 shares of the company’s stock valued at $5,422,000 after acquiring an additional 2,519 shares during the last quarter.

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

Shares of SMLF stock opened at $70.75 on Wednesday. iShares U.S. Small Cap Equity Factor ETF has a one year low of $57.14 and a one year high of $74.69. The firm’s 50 day moving average price is $70.44 and its 200-day moving average price is $67.17. The firm has a market cap of $1.19 billion, a P/E ratio of 13.60 and a beta of 1.19.

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).