SMLF — ISHARES TR

Ownership history in Systelligence, LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which Systelligence, LLC reported a position in ISHARES TR (SMLF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.34% (2025 Q4)
Avg. % of fund
2.34%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 164,158 — — 2.34% $12.3M $74.88
% of Fund (quarterly)    SMLF price (monthly, adj. close)

Other funds also holding SMLF

As of 2025 Q4 — sorted by position size

Fox Financial, Inc 16.85% Strategic Financial Services, Inc. 3Y 7Y 13.98% PTM WEALTH MANAGEMENT, LLC 7.81% Pacific Center for Financial Services 3Y 7Y 7.56% RESTON WEALTH MANAGEMENT LLC 3Y 7Y 6.0% Cornerstone Planning Group LLC 3Y 5.33% Madison Wealth Partners, Inc 3Y 4.15% Financial Management Professionals, Inc. 3Y 7Y 3.99% FMA Wealth Management, LLC 3.68% Ullmann Wealth Partners Group, LLC 3Y 7Y 3.38%
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