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Atlantic Private Wealth’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Atlantic Private Wealth’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 		$22.3K Hold
250
– – 0.01% 163
2026
Q1 		$18.9K Hold
250
– – 0.01% 180
2025
Q4 		$18.7K Hold
250
– – 0.01% 175
2025
Q3 		$18.6K Hold
250
– – 0.01% 158
2025
Q2 		$17K Buy
+250
New +$15.8K 0.01% 164

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

Atlantic Private Wealth's SMLF Position: Q2 2026 in Review

Atlantic Private Wealth held its iShares US Small Cap Equity Factor ETF (SMLF) position steady in Q2 2026 at 250 shares worth $22.3K. The position accounts for 0.01% of the portfolio, ranked #163.

Atlantic Private Wealth first reported a position in SMLF in Q2 2025 and has held it in 5 quarters since. 302 funds tracked by Wall St. Rank hold SMLF as of Q2 2026.

  • Atlantic Private Wealth held 250 shares of iShares US Small Cap Equity Factor ETF worth $22.3K as of Q2 2026.
  • Atlantic Private Wealth left its iShares US Small Cap Equity Factor ETF share count unchanged in Q2 2026.
  • iShares US Small Cap Equity Factor ETF made up 0.01% of Atlantic Private Wealth's portfolio in Q2 2026, its #163 holding.
  • Atlantic Private Wealth first reported a position in iShares US Small Cap Equity Factor ETF in Q2 2025 and has held it in 5 quarters since.
  • 302 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q2 2026.

Based on Atlantic Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.