Strategic Financial Services, Inc. SMLF Holdings History
Strategic Financial Services, Inc.'s iShares U.S. Small-Cap Equity Factor ETF Holding Summary
As of 2025-03-31, Strategic Financial Services, Inc. held 3.61 Mil shares of iShares U.S. Small-Cap Equity Factor ETF(SMLF), totaling $224.21 Mil. This investment constitutes 13.13% of their stock portfolio, and Strategic Financial Services, Inc. now holds 13.87% of the outstanding iShares U.S. Small-Cap Equity Factor ETF(SMLF) stock.
The initial trade took place in 2021Q2. And since then Strategic Financial Services, Inc. has made 11 purchases of SMLF, at an average price of $53.73, for a total of 4.14 Mil shares. In addition, there have been 5 sales at an average price of $60.64 for 533,672.00 shares. Based on historical transaction data and SMLF's current price of $68.84, Strategic Financial Services, Inc.'s estimated gain on his SMLF holdings is $58.20 Mil, reflecting a 26.16% gain to date.
Strategic Financial Services, Inc. SMLF ($68.84) Holding Chart
Strategic Financial Services, Inc. SMLF ($68.84) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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