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Action Point Financial Planning’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Action Point Financial Planning’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 		$177K Buy
+1,991
New +$166K 0.02% 466

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
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 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

Action Point Financial Planning's SMLF Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in iShares US Small Cap Equity Factor ETF (SMLF) in Q2 2026: 1,991 shares worth $177K. The stake represents 0.02% of the portfolio and ranks #466 among its holdings.

299 funds tracked by Wall St. Rank hold SMLF as of Q2 2026.

  • Action Point Financial Planning held 1,991 shares of iShares US Small Cap Equity Factor ETF worth $177K as of Q2 2026.
  • iShares US Small Cap Equity Factor ETF was a new Action Point Financial Planning position in Q2 2026.
  • iShares US Small Cap Equity Factor ETF made up 0.02% of Action Point Financial Planning's portfolio in Q2 2026, its #466 holding.
  • 299 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.