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Showing 8 of 12 quarters

Position history for Cetera Investment AdvisersCetera Investment Advisers's holdings in ISHARES MSCI USA SMALL-CAP M

Cetera Investment Advisers holds 832,049 shares of SMLF (ISHARES MSCI USA SMALL-CAP M), worth $74.2M as of 2026-Q2. The position was increased (+10.4% shares). SMLF represents 0.1% of Cetera Investment Advisers's portfolio.

Current Value

$74.2M

Current Shares

832,049

Total Value Change

+$62.5M

Total Shares Change

+656,634

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
832,049
+10.4%
$74.2M0.1%$89.14
33
2026-Q1
Increased
753,749
+13.3%
$56.9M0.1%$78.14
33
2025-Q4
Increased
665,082
+27.4%
$49.8M0.1%$75.60
36
2025-Q3
Increased
522,154
+64.9%
$38.8M0.0%$74.05
42
2025-Q2
Increased
316,568
+35.7%
$21.5M0.0%$67.43
37
2025-Q1
Increased
233,342
+18.1%
$14.5M0.0%$61.63
33
2024-Q4
Increased
197,609
+12.7%
$13.3M0.0%$66.84
32
2024-Q3
Increased
175,415
+22.6%
$11.6M0.0%$65.24
34

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

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