Advance Capital Management’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Advance Capital 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 Q1	$117M	Buy	+1,545,786	New	+$120M	4.42%	7

Other funds holding SMLF

SFS

Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Advance Capital Management's SMLF Position: Q1 2026 in Review

Advance Capital Management opened a new position in iShares US Small Cap Equity Factor ETF (SMLF) in Q1 2026: 1,545,786 shares worth $117M. The stake represents 4.42% of the portfolio and ranks #7 among its holdings.

269 funds tracked by Wall St. Rank hold SMLF as of Q1 2026.

Advance Capital Management held 1,545,786 shares of iShares US Small Cap Equity Factor ETF worth $117M as of Q1 2026.
iShares US Small Cap Equity Factor ETF was a new Advance Capital Management position in Q1 2026.
iShares US Small Cap Equity Factor ETF made up 4.42% of Advance Capital Management's portfolio in Q1 2026, its #7 holding.
269 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q1 2026.

Based on Advance Capital Management's 13F filing for Q1 2026, filed 29 Apr 2026.