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Arkadios Wealth Advisors’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Arkadios Wealth Advisors’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 		$337K Buy
3,784
+35
+0.9% +$2.92K 0.01% 1336
2026
Q1 		$283K Buy
3,749
+176
+5% +$13.7K ﹤0.01% 1387
2025
Q4 		$268K Buy
3,573
+138
+4% +$10.3K 0.01% 1298
2025
Q3 		$255K Buy
3,435
+252
+8% +$18K 0.01% 1226
2025
Q2 		$216K Buy
+3,183
New +$201K 0.01% 1185
2025
Q1 		– Sell
-3,113
Closed -$210K – 1187
2024
Q4 		$210K Buy
3,113
+14
+0.5% +$970 0.01% 846
2024
Q3 		$206K Buy
+3,099
New +$197K 0.01% 836

Other funds holding SMLF

SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Arkadios Wealth Advisors's SMLF Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its iShares US Small Cap Equity Factor ETF (SMLF) stake by 0.93% in Q2 2026, buying an estimated $2.92K and bringing the position to 3,784 shares worth $337K. The position accounts for 0.01% of the portfolio, ranked #1336.

Arkadios Wealth Advisors first reported a position in SMLF in Q3 2024 and has held it in 7 quarters since. 300 funds tracked by Wall St. Rank hold SMLF as of Q2 2026.

  • Arkadios Wealth Advisors held 3,784 shares of iShares US Small Cap Equity Factor ETF worth $337K as of Q2 2026.
  • Arkadios Wealth Advisors bought 35 iShares US Small Cap Equity Factor ETF shares in Q2 2026, an estimated $2.92K.
  • iShares US Small Cap Equity Factor ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1336 holding.
  • Arkadios Wealth Advisors first reported a position in iShares US Small Cap Equity Factor ETF in Q3 2024 and has held it in 7 quarters since.
  • 300 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.