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Axiom Financial Strategies’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Axiom Financial Strategies’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
Q1 		$1.72M Buy
22,741
+12,553
+123% +$975K 0.6% 14
2025
Q4 		$763K Buy
10,188
+110
+1% +$8.2K 0.32% 28
2025
Q3 		$749K Buy
+10,078
New +$721K 0.32% 28

Other funds holding SMLF

SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Axiom Financial Strategies's SMLF Position: Q1 2026 in Review

Axiom Financial Strategies increased its iShares US Small Cap Equity Factor ETF (SMLF) stake by 123% in Q1 2026, buying an estimated $975K and bringing the position to 22,741 shares worth $1.72M. The position accounts for 0.6% of the portfolio, ranked #14.

Axiom Financial Strategies first reported a position in SMLF in Q3 2025 and has held it in 3 quarters since. 269 funds tracked by Wall St. Rank hold SMLF as of Q1 2026.

  • Axiom Financial Strategies held 22,741 shares of iShares US Small Cap Equity Factor ETF worth $1.72M as of Q1 2026.
  • Axiom Financial Strategies bought 12,553 iShares US Small Cap Equity Factor ETF shares in Q1 2026, an estimated $975K.
  • iShares US Small Cap Equity Factor ETF made up 0.6% of Axiom Financial Strategies's portfolio in Q1 2026, its #14 holding.
  • Axiom Financial Strategies first reported a position in iShares US Small Cap Equity Factor ETF in Q3 2025 and has held it in 3 quarters since.
  • 269 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q1 2026.

Based on Axiom Financial Strategies's 13F filing for Q1 2026, filed 21 Apr 2026.