Cornerstone Planning Group LLC Increases Holdings in iShares U.S. Small Cap Equity Factor ETF (NYSEARCA:SMLF)

Cornerstone Planning Group LLC lifted its stake in iShares U.S. Small Cap Equity Factor ETF (NYSEARCA:SMLF) by 2.6% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 371,476 shares of the company’s stock after purchasing an additional 9,250 shares during the period. iShares U.S. Small Cap Equity Factor ETF accounts for approximately 6.4% of Cornerstone Planning Group LLC’s holdings, making the stock its 5th largest holding. Cornerstone Planning Group LLC owned about 2.20% of iShares U.S. Small Cap Equity Factor ETF worth $26,089,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also made changes to their positions in the stock. Cyndeo Wealth Partners LLC raised its stake in shares of iShares U.S. Small Cap Equity Factor ETF by 1.1% in the 4th quarter. Cyndeo Wealth Partners LLC now owns 17,041 shares of the company’s stock valued at $1,150,000 after purchasing an additional 187 shares during the period. Concord Wealth Partners raised its stake in shares of iShares U.S. Small Cap Equity Factor ETF by 126.2% in the 4th quarter. Concord Wealth Partners now owns 441 shares of the company’s stock valued at $30,000 after purchasing an additional 246 shares during the period. Wade Financial Advisory Inc raised its stake in shares of iShares U.S. Small Cap Equity Factor ETF by 0.4% in the 4th quarter. Wade Financial Advisory Inc now owns 58,352 shares of the company’s stock valued at $3,939,000 after purchasing an additional 251 shares during the period. Wealth Enhancement Advisory Services LLC raised its stake in shares of iShares U.S. Small Cap Equity Factor ETF by 2.7% in the 3rd quarter. Wealth Enhancement Advisory Services LLC now owns 11,872 shares of the company’s stock valued at $788,000 after purchasing an additional 309 shares during the period. Finally, Apollon Wealth Management LLC raised its stake in shares of iShares U.S. Small Cap Equity Factor ETF by 7.0% in the 4th quarter. Apollon Wealth Management LLC now owns 5,357 shares of the company’s stock valued at $362,000 after purchasing an additional 350 shares during the period.

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

SMLF opened at $70.12 on Monday. The business’s 50-day moving average price is $70.04 and its two-hundred day moving average price is $67.54. iShares U.S. Small Cap Equity Factor ETF has a 1 year low of $57.87 and a 1 year high of $74.69. The company has a market capitalization of $1.18 billion, a price-to-earnings 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).