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Acropolis Investment Management’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Acropolis Investment Management’s Portfolio SMLF Stock Details SMLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$87.6M Buy
982,634
+3,589
+0.4% +$299K 3.46% 9
2026
Q1 		$73.9M Buy
979,045
+10,415
+1% +$809K 3.27% 9
2025
Q4 		$72.5M Buy
968,630
+53,379
+6% +$3.98M 3.26% 9
2025
Q3 		$62.2M Buy
915,251
+44,367
+5% +$3.17M 3.16% 9
2025
Q2 		$59.2M Buy
870,884
+33,534
+4% +$2.12M 3.25% 9
2025
Q1 		$52M Buy
837,350
+36,594
+5% +$2.46M 3.09% 9
2024
Q4 		$54.1M Buy
800,756
+13,614
+2% +$943K 3.19% 9
2024
Q3 		$52.2M Buy
787,142
+13,677
+2% +$870K 3.1% 9
2024
Q2 		$47.3M Buy
773,465
+65,020
+9% +$3.99M 2.99% 9
2024
Q1 		$45M Buy
708,445
+45,649
+7% +$2.73M 2.95% 9
2023
Q4 		$39.4M Buy
662,796
+36,296
+6% +$1.91M 2.75% 9
2023
Q3 		$32.4M Buy
626,500
+50,282
+9% +$2.72M 2.51% 10
2023
Q2 		$30.9M Buy
576,218
+100,478
+21% +$5.11M 2.42% 10
2023
Q1 		$24.4M Buy
+475,740
New +$25M 2% 11

Other funds holding SMLF

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Acropolis Investment Management's SMLF Position: Q2 2026 in Review

Acropolis Investment Management increased its iShares US Small Cap Equity Factor ETF (SMLF) stake by 0.37% in Q2 2026, buying an estimated $299K and bringing the position to 982,634 shares worth $87.6M. The position accounts for 3.46% of the portfolio, ranked #9.

Acropolis Investment Management first reported a position in SMLF in Q1 2023 and has held it in 14 quarters since. 299 funds tracked by Wall St. Rank hold SMLF as of Q2 2026.

  • Acropolis Investment Management held 982,634 shares of iShares US Small Cap Equity Factor ETF worth $87.6M as of Q2 2026.
  • Acropolis Investment Management bought 3,589 iShares US Small Cap Equity Factor ETF shares in Q2 2026, an estimated $299K.
  • iShares US Small Cap Equity Factor ETF made up 3.46% of Acropolis Investment Management's portfolio in Q2 2026, its #9 holding.
  • Acropolis Investment Management first reported a position in iShares US Small Cap Equity Factor ETF in Q1 2023 and has held it in 14 quarters since.
  • 299 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q2 2026.

Based on Acropolis Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.