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

Anfield 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 		$223K Sell
2,959
-97,112
-97% -$7.54M 0.06% 105
2025
Q4 		$7.49M Buy
100,071
+412
+0.4% +$30.7K 2.36% 9
2025
Q3 		$7.41M Buy
99,659
+2,379
+2% +$170K 2.18% 11
2025
Q2 		$6.61M Buy
97,280
+807
+0.8% +$51.1K 2.19% 13
2025
Q1 		$6M Buy
+96,473
New +$6.49M 2.21% 14

Other funds holding SMLF

SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $2.3T AUM 54.33% 1-Year Est. Return

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

Anfield Capital Management reduced its iShares US Small Cap Equity Factor ETF (SMLF) stake by 97% in Q1 2026, selling an estimated $7.54M and leaving 2,959 shares worth $223K. The position accounts for 0.06% of the portfolio, ranked #105.

Anfield Capital Management first reported a position in SMLF in Q1 2025 and has held it in 5 quarters since. The position peaked at $7.49M in Q4 2025. 269 funds tracked by Wall St. Rank hold SMLF as of Q1 2026.

  • Anfield Capital Management held 2,959 shares of iShares US Small Cap Equity Factor ETF worth $223K as of Q1 2026.
  • Anfield Capital Management sold 97,112 iShares US Small Cap Equity Factor ETF shares in Q1 2026, an estimated $7.54M.
  • iShares US Small Cap Equity Factor ETF made up 0.06% of Anfield Capital Management's portfolio in Q1 2026, its #105 holding.
  • Anfield Capital Management first reported a position in iShares US Small Cap Equity Factor ETF in Q1 2025 and has held it in 5 quarters since.
  • Anfield Capital Management's iShares US Small Cap Equity Factor ETF position peaked at $7.49M in Q4 2025.
  • 269 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q1 2026.

Based on Anfield Capital Management's 13F filing for Q1 2026, filed 12 May 2026.