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Avidian Wealth Enterprises’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Avidian Wealth Enterprises’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
Q3 		– Sell
-6,058
Closed -$540K – 795
2026
Q2 		$540K Sell
6,058
-577
-9% -$48.1K 0.01% 457
2026
Q1 		$501K Buy
6,635
+52
+0.8% +$4.04K 0.02% 434
2025
Q4 		$493K Hold
6,583
– – 0.02% 380
2025
Q3 		$489K Buy
6,583
+140
+2% +$10K 0.02% 372
2025
Q2 		$438K Sell
6,443
-15
-0.2% -$949 0.02% 366
2025
Q1 		$401K Buy
6,458
+1,830
+40% +$123K 0.02% 356
2024
Q4 		$312K Sell
4,628
-362
-7% -$25.1K 0.01% 388
2024
Q3 		$331K Buy
+4,990
New +$317K 0.02% 379

Other funds holding SMLF

AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
CFG
Cassilly Financial Group Severna Park, Maryland $149M AUM 10.73% 1-Year Est. Return
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return

Avidian Wealth Enterprises's SMLF Position: Q3 2026 in Review

Avidian Wealth Enterprises sold out of iShares US Small Cap Equity Factor ETF (SMLF) in Q3 2026, closing a stake of 6,058 shares — an estimated $540K sold.

Avidian Wealth Enterprises first reported a position in SMLF in Q3 2024 and held it in 8 quarters. The position peaked at $540K in Q2 2026. 14 funds tracked by Wall St. Rank hold SMLF as of Q3 2026.

  • Avidian Wealth Enterprises reported no remaining iShares US Small Cap Equity Factor ETF position as of Q3 2026 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 6,058 iShares US Small Cap Equity Factor ETF shares in Q3 2026, an estimated $540K.
  • Avidian Wealth Enterprises first reported a position in iShares US Small Cap Equity Factor ETF in Q3 2024 and held it in 8 quarters.
  • Avidian Wealth Enterprises's iShares US Small Cap Equity Factor ETF position peaked at $540K in Q2 2026.
  • 14 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.