Bank of Montreal
SMLF icon

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
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 $2.1B 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 $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 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

Bank of Montreal's SMLF Position: Q1 2026 in Review

Bank of Montreal increased its iShares US Small Cap Equity Factor ETF (SMLF) stake by 189% in Q1 2026, buying an estimated $29.3K and bringing the position to 577 shares worth $43.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3322.

Bank of Montreal first reported a position in SMLF in Q2 2025 and has held it in 3 quarters since. 269 funds tracked by Wall St. Rank hold SMLF as of Q1 2026.

  • Bank of Montreal held 577 shares of iShares US Small Cap Equity Factor ETF worth $43.6K as of Q1 2026.
  • Bank of Montreal bought 377 iShares US Small Cap Equity Factor ETF shares in Q1 2026, an estimated $29.3K.
  • iShares US Small Cap Equity Factor ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #3322 holding.
  • Bank of Montreal first reported a position in iShares US Small Cap Equity Factor ETF in Q2 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 Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.