Atomic Invest’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Atomic Invest’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	–	Sell	-2	Closed	-$170	–	396
2026 Q1	$170	Buy	2 +1	+100%	+$78	﹤0.01%	351
2025 Q4	$75	Buy	+1	New	+$75	﹤0.01%	306

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

Atomic Invest's SMLF Position: Q2 2026 in Review

Atomic Invest sold out of iShares US Small Cap Equity Factor ETF (SMLF) in Q2 2026, closing a stake of 2 shares — an estimated $170 sold.

Atomic Invest first reported a position in SMLF in Q4 2025 and held it in 2 quarters. The position peaked at $170 in Q1 2026. 302 funds tracked by Wall St. Rank hold SMLF as of Q2 2026.

Atomic Invest reported no remaining iShares US Small Cap Equity Factor ETF position as of Q2 2026 after selling out during the quarter.
Atomic Invest sold 2 iShares US Small Cap Equity Factor ETF shares in Q2 2026, an estimated $170.
Atomic Invest first reported a position in iShares US Small Cap Equity Factor ETF in Q4 2025 and held it in 2 quarters.
Atomic Invest's iShares US Small Cap Equity Factor ETF position peaked at $170 in Q1 2026.
302 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q2 2026.

Based on Atomic Invest's 13F filing for Q2 2026, filed 25 Sep 2026.