Bank of Montreal
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Bank of Montreal’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Bank of Montreal’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 		$103K Buy
1,159
+582
+101% +$48.5K ﹤0.01% 3229
2026
Q1 		$43.6K Buy
577
+377
+189% +$29.3K ﹤0.01% 3322
2025
Q4 		$15.1K Buy
+200
New +$14.9K ﹤0.01% 3381
2025
Q3 		– Sell
-275
Closed -$18.7K – 3786
2025
Q2 		$18.7K Buy
+275
New +$17.4K ﹤0.01% 3302

Other funds holding SMLF

SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of Montreal's SMLF Position: Q2 2026 in Review

Bank of Montreal increased its iShares US Small Cap Equity Factor ETF (SMLF) stake by 101% in Q2 2026, buying an estimated $48.5K and bringing the position to 1,159 shares worth $103K. The position accounts for ﹤0.01% of the portfolio, ranked #3229.

Bank of Montreal first reported a position in SMLF in Q2 2025 and has held it in 4 quarters since. 302 funds tracked by Wall St. Rank hold SMLF as of Q2 2026.

  • Bank of Montreal held 1,159 shares of iShares US Small Cap Equity Factor ETF worth $103K as of Q2 2026.
  • Bank of Montreal bought 582 iShares US Small Cap Equity Factor ETF shares in Q2 2026, an estimated $48.5K.
  • iShares US Small Cap Equity Factor ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #3229 holding.
  • Bank of Montreal first reported a position in iShares US Small Cap Equity Factor ETF in Q2 2025 and has held it in 4 quarters since.
  • 302 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.