PTM Wealth Management LLC Increases Stock Holdings in iShares U.S. Small Cap Equity Factor ETF $SMLF

PTM Wealth Management LLC lifted its holdings in iShares U.S. Small Cap Equity Factor ETF (NYSEARCA:SMLF) by 5.0% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 180,437 shares of the company’s stock after buying an additional 8,629 shares during the quarter. iShares U.S. Small Cap Equity Factor ETF makes up about 7.8% of PTM Wealth Management LLC’s holdings, making the stock its 4th biggest holding. PTM Wealth Management LLC owned 0.48% of iShares U.S. Small Cap Equity Factor ETF worth $13,841,000 at the end of the most recent quarter.

Several other institutional investors also recently modified their holdings of SMLF. KERR FINANCIAL PLANNING Corp bought a new stake in iShares U.S. Small Cap Equity Factor ETF during the third quarter worth about $33,000. Sunbelt Securities Inc. grew its holdings in iShares U.S. Small Cap Equity Factor ETF by 1,946.4% in the third quarter. Sunbelt Securities Inc. now owns 1,146 shares of the company’s stock worth $85,000 after purchasing an additional 1,090 shares during the period. Franklin Resources Inc. bought a new position in shares of iShares U.S. Small Cap Equity Factor ETF during the third quarter valued at approximately $96,000. Comprehensive Financial Planning Inc. PA bought a new position in shares of iShares U.S. Small Cap Equity Factor ETF during the third quarter valued at approximately $108,000. Finally, Edge Financial Advisors LLC purchased a new position in shares of iShares U.S. Small Cap Equity Factor ETF during the third quarter valued at approximately $202,000.

iShares U.S. Small Cap Equity Factor ETF Stock Up 2.2%

Shares of SMLF opened at $75.21 on Tuesday. The stock has a market cap of $3.17 billion, a P/E ratio of 17.17 and a beta of 1.10. The business’s 50 day moving average price is $78.08 and its 200-day moving average price is $75.94. iShares U.S. Small Cap Equity Factor ETF has a 52 week low of $53.39 and a 52 week high of $80.72.

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.