Ameritas Advisory Services’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Ameritas Advisory Services’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
2025 Q4	–	Sell	-13	Closed	-$967	–	1935
2025 Q3	$967	Sell	13 -295	-96%	-$21.1K	﹤0.01%	2064
2025 Q2	$20.9K	Buy	+308	New	+$19.5K	﹤0.01%	1721
2023 Q2	–	Sell	-1,337	Closed	-$68.5K	–	2219
2023 Q1	$68.5K	Buy	+1,337	New	+$70.2K	﹤0.01%	1141

Other funds holding SMLF

SFS

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

AIM

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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Ameritas Advisory Services's SMLF Position: Q4 2025 in Review

Ameritas Advisory Services sold out of iShares US Small Cap Equity Factor ETF (SMLF) in Q4 2025, closing a stake of 13 shares — an estimated $967 sold.

Ameritas Advisory Services first reported a position in SMLF in Q1 2023 and held it in 3 quarters. The position peaked at $68.5K in Q1 2023. 264 funds tracked by Wall St. Rank hold SMLF as of Q4 2025.

Ameritas Advisory Services reported no remaining iShares US Small Cap Equity Factor ETF position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 13 iShares US Small Cap Equity Factor ETF shares in Q4 2025, an estimated $967.
Ameritas Advisory Services first reported a position in iShares US Small Cap Equity Factor ETF in Q1 2023 and held it in 3 quarters.
Ameritas Advisory Services's iShares US Small Cap Equity Factor ETF position peaked at $68.5K in Q1 2023.
264 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.