Atria Wealth Solutions’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Atria Wealth Solutions’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
2025 Q2	–	Sell	-6,203	Closed	-$386K	–	1857
2025 Q1	$386K	Buy	6,203 +846	+16%	+$56.9K	﹤0.01%	1332
2024 Q4	$362K	Buy	5,357 +333	+7%	+$23.1K	﹤0.01%	1432
2024 Q3	$333K	Buy	5,024 +747	+17%	+$47.5K	﹤0.01%	1446
2024 Q2	$262K	Buy	4,277 +296	+7%	+$18.2K	﹤0.01%	1596
2024 Q1	$253K	Buy	3,981 +268	+7%	+$16K	﹤0.01%	1670
2023 Q4	$218K	Buy	+3,713	New	+$195K	﹤0.01%	1719

Other funds holding SMLF

SFS

Strategic Financial Services Utica, New York $2.28B AUM 22.9% 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

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

UWPG

Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.1B AUM 21.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

Atria Wealth Solutions's SMLF Position: Q2 2025 in Review

Atria Wealth Solutions sold out of iShares US Small Cap Equity Factor ETF (SMLF) in Q2 2025, closing a stake of 6,203 shares — an estimated $386K sold.

Atria Wealth Solutions first reported a position in SMLF in Q4 2023 and held it in 6 quarters. The position peaked at $386K in Q1 2025. 215 funds tracked by Wall St. Rank hold SMLF as of Q2 2025.

Atria Wealth Solutions reported no remaining iShares US Small Cap Equity Factor ETF position as of Q2 2025 after selling out during the quarter.
Atria Wealth Solutions sold 6,203 iShares US Small Cap Equity Factor ETF shares in Q2 2025, an estimated $386K.
Atria Wealth Solutions first reported a position in iShares US Small Cap Equity Factor ETF in Q4 2023 and held it in 6 quarters.
Atria Wealth Solutions's iShares US Small Cap Equity Factor ETF position peaked at $386K in Q1 2025.
215 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.