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AmeriFlex Group’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

AmeriFlex Group’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 		$7.25K Hold
96
– – ﹤0.01% 780
2025
Q4 		$7.19K Buy
+96
New +$7.15K ﹤0.01% 775
2025
Q3 		– Sell
-96
Closed -$6.48K – 1324
2025
Q2 		$6.48K Sell
96
-1,928
-95% -$122K ﹤0.01% 785
2025
Q1 		$126K Hold
2,024
– – 0.05% 305
2024
Q4 		$143K Buy
+2,024
New +$140K 0.07% 251

Other funds holding SMLF

SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Bank of America
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AmeriFlex Group's SMLF Position: Q1 2026 in Review

AmeriFlex Group held its iShares US Small Cap Equity Factor ETF (SMLF) position steady in Q1 2026 at 96 shares worth $7.25K. The position accounts for ﹤0.01% of the portfolio, ranked #780.

AmeriFlex Group first reported a position in SMLF in Q4 2024 and has held it in 5 quarters since. The position peaked at $143K in Q4 2024. 269 funds tracked by Wall St. Rank hold SMLF as of Q1 2026.

  • AmeriFlex Group held 96 shares of iShares US Small Cap Equity Factor ETF worth $7.25K as of Q1 2026.
  • AmeriFlex Group left its iShares US Small Cap Equity Factor ETF share count unchanged in Q1 2026.
  • iShares US Small Cap Equity Factor ETF made up ﹤0.01% of AmeriFlex Group's portfolio in Q1 2026, its #780 holding.
  • AmeriFlex Group first reported a position in iShares US Small Cap Equity Factor ETF in Q4 2024 and has held it in 5 quarters since.
  • AmeriFlex Group's iShares US Small Cap Equity Factor ETF position peaked at $143K in Q4 2024.
  • 269 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q1 2026.

Based on AmeriFlex Group's 13F filing for Q1 2026, filed 15 May 2026.