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

Aurora 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	$400K	Hold	4,490	–	–	0.25%	100
2026 Q1	$339K	Hold	4,490	–	–	0.24%	108
2025 Q4	$336K	Buy	+4,490	New	+$335K	0.22%	108
2025 Q2	$305K	Hold	4,490	–	–	0.23%	114
2025 Q1	$279K	Buy	+4,490	New	+$302K	0.22%	110

Other funds holding SMLF

AIM

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

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

FMP

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

RWM

Reston Wealth Management Reston, Virginia $371M AUM 23.47% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return

FOR

Family Office Research Bethesda, Maryland $267M AUM 27.99% 1-Year Est. Return

AFA

AllGen Financial Advisors Orlando, Florida $458M AUM 16.05% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

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

Aurora Private Wealth held its iShares US Small Cap Equity Factor ETF (SMLF) position steady in Q2 2026 at 4,490 shares worth $400K. The position accounts for 0.25% of the portfolio, ranked #100.

Aurora Private Wealth first reported a position in SMLF in Q1 2025 and has held it in 5 quarters since. 87 funds tracked by Wall St. Rank hold SMLF as of Q2 2026.

Aurora Private Wealth held 4,490 shares of iShares US Small Cap Equity Factor ETF worth $400K as of Q2 2026.
Aurora 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 0.25% of Aurora Private Wealth's portfolio in Q2 2026, its #100 holding.
Aurora Private Wealth first reported a position in iShares US Small Cap Equity Factor ETF in Q1 2025 and has held it in 5 quarters since.
87 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q2 2026.

Based on Aurora Private Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.