Buck Wealth Strategies’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Buck Wealth 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 Q2	$30.1K	Buy	+338	New	+$28.2K	﹤0.01%	414

Other funds holding SMLF

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 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

BlackRock New York $6.73T AUM 46.02% 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

Buck Wealth Strategies's SMLF Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in iShares US Small Cap Equity Factor ETF (SMLF) in Q2 2026: 338 shares worth $30.1K. The stake represents ﹤0.01% of the portfolio and ranks #414 among its holdings.

202 funds tracked by Wall St. Rank hold SMLF as of Q2 2026.

Buck Wealth Strategies held 338 shares of iShares US Small Cap Equity Factor ETF worth $30.1K as of Q2 2026.
iShares US Small Cap Equity Factor ETF was a new Buck Wealth Strategies position in Q2 2026.
iShares US Small Cap Equity Factor ETF made up ﹤0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #414 holding.
202 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.