Arax Advisory Partners’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$244K Buy
2,735
+1,888
+223% +$157K ﹤0.01% 2109
2026
Q1
$63.9K Sell
847
-1,862
-69% -$145K ﹤0.01% 1583
2025
Q4
$203K Buy
+2,709
New +$202K 0.01% 1041

Other funds holding SMLF

Arax Advisory Partners's SMLF Position: Q2 2026 in Review

Arax Advisory Partners increased its iShares US Small Cap Equity Factor ETF (SMLF) stake by 223% in Q2 2026, buying an estimated $157K and bringing the position to 2,735 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #2109.

Arax Advisory Partners first reported a position in SMLF in Q4 2025 and has held it in 3 quarters since. 300 funds tracked by Wall St. Rank hold SMLF as of Q2 2026.

  • Arax Advisory Partners held 2,735 shares of iShares US Small Cap Equity Factor ETF worth $244K as of Q2 2026.
  • Arax Advisory Partners bought 1,888 iShares US Small Cap Equity Factor ETF shares in Q2 2026, an estimated $157K.
  • iShares US Small Cap Equity Factor ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #2109 holding.
  • Arax Advisory Partners first reported a position in iShares US Small Cap Equity Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 300 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.