Atlas Legacy Advisors’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Atlas Legacy 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	$1.21M	Buy	13,596 +477	+4%	+$39.8K	0.18%	88
2026 Q1	$990K	Buy	13,119 +585	+5%	+$45.4K	0.18%	90
2025 Q4	$939K	Buy	12,534 +641	+5%	+$47.8K	0.16%	91
2025 Q3	$884K	Buy	11,893 +133	+1%	+$9.52K	0.17%	91
2025 Q2	$799K	Buy	11,760 +1,981	+20%	+$125K	0.18%	87
2025 Q1	$632K	Sell	9,779 -652	-6%	-$43.9K	0.16%	89
2024 Q4	$704K	Buy	+10,431	New	+$723K	0.17%	81

Other funds holding SMLF

SFS

Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Atlas Legacy Advisors's SMLF Position: Q2 2026 in Review

Atlas Legacy Advisors increased its iShares US Small Cap Equity Factor ETF (SMLF) stake by 3.6% in Q2 2026, buying an estimated $39.8K and bringing the position to 13,596 shares worth $1.21M. The position accounts for 0.18% of the portfolio, ranked #88.

Atlas Legacy Advisors first reported a position in SMLF in Q4 2024 and has held it in 7 quarters since. 300 funds tracked by Wall St. Rank hold SMLF as of Q2 2026.

Atlas Legacy Advisors held 13,596 shares of iShares US Small Cap Equity Factor ETF worth $1.21M as of Q2 2026.
Atlas Legacy Advisors bought 477 iShares US Small Cap Equity Factor ETF shares in Q2 2026, an estimated $39.8K.
iShares US Small Cap Equity Factor ETF made up 0.18% of Atlas Legacy Advisors's portfolio in Q2 2026, its #88 holding.
Atlas Legacy Advisors first reported a position in iShares US Small Cap Equity Factor ETF in Q4 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 Atlas Legacy Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.