Advisornet Financial’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Advisornet Financial’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	$48.9K	Buy	549 +1	+0.2%	+$83	﹤0.01%	1120
2026 Q1	$41.3K	Sell	548 -1,558	-74%	-$121K	﹤0.01%	1115
2025 Q4	$158K	Sell	2,106 -1,020	-33%	-$76K	0.01%	671
2025 Q3	$232K	Buy	3,126 +144	+5%	+$10.3K	0.01%	550
2025 Q2	$203K	Sell	2,982 -403	-12%	-$25.5K	0.01%	566
2025 Q1	$210K	Buy	+3,385	New	+$228K	0.02%	538
2021 Q1	–	Sell	-599	Closed	-$27K	–	1820
2020 Q4	$27K	Buy	599 +4	+0.7%	+$168	﹤0.01%	1043
2020 Q3	$22K	Buy	595 +2	+0.3%	+$75	﹤0.01%	1077
2020 Q2	$21K	Buy	593 +1	+0.2%	+$33	﹤0.01%	1102
2020 Q1	$18K	Hold	592	–	–	﹤0.01%	1095
2019 Q4	$25K	Buy	+592	New	+$24.5K	﹤0.01%	1121

Other funds holding SMLF

AIM

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

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

RWM

Reston Wealth Management Reston, Virginia $371M AUM 23.47% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return

FOR

Family Office Research Bethesda, Maryland $267M AUM 27.99% 1-Year Est. Return

AFA

AllGen Financial Advisors Orlando, Florida $458M AUM 16.05% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Advisornet Financial's SMLF Position: Q2 2026 in Review

Advisornet Financial increased its iShares US Small Cap Equity Factor ETF (SMLF) stake by 0.18% in Q2 2026, buying an estimated $83 and bringing the position to 549 shares worth $48.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1120.

Advisornet Financial first reported a position in SMLF in Q4 2019 and has held it in 11 quarters since. The position peaked at $232K in Q3 2025. 94 funds tracked by Wall St. Rank hold SMLF as of Q2 2026.

Advisornet Financial held 549 shares of iShares US Small Cap Equity Factor ETF worth $48.9K as of Q2 2026.
Advisornet Financial bought 1 iShares US Small Cap Equity Factor ETF share in Q2 2026, an estimated $83.
iShares US Small Cap Equity Factor ETF made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1120 holding.
Advisornet Financial first reported a position in iShares US Small Cap Equity Factor ETF in Q4 2019 and has held it in 11 quarters since.
Advisornet Financial's iShares US Small Cap Equity Factor ETF position peaked at $232K in Q3 2025.
94 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.