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BAM Wealth Management’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

BAM Wealth Management’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 		$849K Buy
9,522
+87
+0.9% +$7.26K 0.53% 50
2026
Q1 		$712K Buy
+9,435
New +$733K 0.53% 50

Other funds holding SMLF

VA
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
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PCFFS
Pacific Center for Financial Services San Ramon, California $448M AUM 19.78% 1-Year Est. Return

BAM Wealth Management's SMLF Position: Q2 2026 in Review

BAM Wealth Management increased its iShares US Small Cap Equity Factor ETF (SMLF) stake by 0.92% in Q2 2026, buying an estimated $7.26K and bringing the position to 9,522 shares worth $849K. The position accounts for 0.53% of the portfolio, ranked #50.

BAM Wealth Management first reported a position in SMLF in Q1 2026 and has held it in 2 quarters since. 163 funds tracked by Wall St. Rank hold SMLF as of Q2 2026.

  • BAM Wealth Management held 9,522 shares of iShares US Small Cap Equity Factor ETF worth $849K as of Q2 2026.
  • BAM Wealth Management bought 87 iShares US Small Cap Equity Factor ETF shares in Q2 2026, an estimated $7.26K.
  • iShares US Small Cap Equity Factor ETF made up 0.53% of BAM Wealth Management's portfolio in Q2 2026, its #50 holding.
  • BAM Wealth Management first reported a position in iShares US Small Cap Equity Factor ETF in Q1 2026 and has held it in 2 quarters since.
  • 163 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.