How many shares of SMLF does ENVESTNET ASSET MANAGEMENT INC own?

As of 2026-Q2, ENVESTNET ASSET MANAGEMENT INC holds 89,234 shares of SMLF (ISHARES MSCI USA SMALL-CAP M).

What is ENVESTNET ASSET MANAGEMENT INC's SMLF position worth?

As of 2026-Q2, ENVESTNET ASSET MANAGEMENT INC's SMLF position is worth $8M.

Is ENVESTNET ASSET MANAGEMENT INC buying or selling SMLF?

In 2026-Q2, ENVESTNET ASSET MANAGEMENT INC increased their SMLF position (+24.1% change in shares).

When did ENVESTNET ASSET MANAGEMENT INC first buy SMLF?

Based on available 13F filings, ENVESTNET ASSET MANAGEMENT INC first reported a position in SMLF in 2018-Q4. They have held the position across 31 quarters.

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ENVESTNET ASSET MANAGEMENT INC

SMLF
31 quarters

Position history for ENVESTNET ASSET MANAGEMENT INC's holdings in ISHARES MSCI USA SMALL-CAP M

Current Value

$8M

Current Shares

89,234

Total Value Change

-$9.1M

Total Shares Change

-385,527

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	89,234	+24.1%	$8M	0.0%	$89.14	33
2026-Q1	Increased	71,882	+3.4%	$5.4M	0.0%	$78.14	28
2025-Q4	Increased	69,530	+14.9%	$5.2M	0.0%	$75.60	31
2025-Q3	Decreased	60,498	-61.5%	$4.5M	0.0%	$74.05	0
2025-Q2	Increased	157,180	+3.1%	$10.7M	0.0%	$67.43	29
2025-Q1	Decreased	152,441	-14.6%	$9.5M	0.0%	$61.63	0
2024-Q4	Decreased	178,554	-22.8%	$12.1M	0.0%	$66.84	0
2024-Q3	Decreased	231,289	-2.0%	$15.3M	0.0%	$65.24	0
2024-Q2	Decreased	236,037	-3.7%	$14.4M	0.0%	$59.98	0
2024-Q1	Decreased	245,037	-2.3%	$15.6M	0.0%	$62.13	0
2023-Q4	Decreased	250,734	-13.6%	$14.7M	0.0%	$57.32	0
2023-Q3	Decreased	290,069	-87.2%	$15M	0.0%	$50.39	0
2023-Q2	Decreased	2.3M	-55.7%	$121.3M	0.1%	$51.72	0
2023-Q1	Increased	5.1M	+5.8%	$261.4M	0.1%	$48.50	39
2022-Q4	Decreased	4.8M	-0.1%	$239.4M	0.1%	$47.77	0
2022-Q3	Increased	4.8M	+7.5%	$216M	0.1%	$43.14	39
2022-Q2	Increased	4.5M	+4.7%	$210.4M	0.1%	$45.13	38
2022-Q1	Increased	4.3M	+5.3%	$233.8M	0.1%	$52.71	39
2021-Q4	Increased	4.1M	+6.2%	$233M	0.1%	$54.38	39
2021-Q3	Increased	3.8M	+4.6%	$206M	0.1%	$51.62	38
2021-Q2	Increased	3.7M	+8.3%	$201M	0.1%	$51.49	40
2021-Q1	Increased	3.4M	+3.4%	$177.4M	0.1%	$49.03	38
2020-Q4	Increased	3.3M	+2.8%	$149.7M	0.1%	$42.92	37
2020-Q3	Increased	3.2M	+5.7%	$118.6M	0.1%	$34.66	38
2020-Q2	Increased	3M	+46.8%	$107.6M	0.1%	$32.75	49
2020-Q1	Increased	2.1M	+24.3%	$61.1M	0.1%	$27.88	36
2019-Q4	Increased	1.7M	+25.8%	$70.8M	0.1%	$39.62	36
2019-Q3	Increased	1.3M	+36.6%	$52.3M	0.1%	$36.51	38
2019-Q2	Increased	960,154	+48.6%	$38.7M	0.0%	$36.94	40
2019-Q1	Increased	646,171	+36.1%	$25.9M	0.0%	$36.64	37
2018-Q4	New	474,761	-	$17M	0.0%	$32.37	39

Other major holders of SMLF: Steward Partners Investment Advisory, LLC, CHARLES SCHWAB INVESTMENT MANAGEMENT INC, MERCER GLOBAL ADVISORS INC /ADV, WELLS FARGO & COMPANY/MN

SMLF31 quarters

SMLF
31 quarters