Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Cambridge Investment Research Advisors’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 		$28.6M Buy
378,209
+31,477
+9% +$2.44M 0.07% 273
2025
Q4 		$26M Buy
346,732
+10,977
+3% +$818K 0.07% 276
2025
Q3 		$25M Buy
335,755
+12,547
+4% +$898K 0.07% 282
2025
Q2 		$22M Buy
323,208
+44,461
+16% +$2.81M 0.07% 290
2025
Q1 		$17.3M Buy
278,747
+1,321
+0.5% +$88.8K 0.06% 327
2024
Q4 		$18.7M Buy
277,426
+36,155
+15% +$2.5M 0.06% 301
2024
Q3 		$16M Buy
241,271
+132,727
+122% +$8.44M 0.05% 343
2024
Q2 		$6.64M Buy
108,544
+29,806
+38% +$1.83M 0.02% 626
2024
Q1 		$5.01M Buy
78,738
+1,772
+2% +$106K 0.02% 742
2023
Q4 		$4.53M Buy
76,966
+22,813
+42% +$1.2M 0.02% 753
2023
Q3 		$2.8M Buy
+54,153
New +$2.93M 0.01% 947
2022
Q1 		– Sell
-6,756
Closed -$387K – 3299
2021
Q4 		$387K Sell
6,756
-54
-0.8% -$3.05K ﹤0.01% 2311
2021
Q3 		$366K Sell
6,810
-342
-5% -$18.7K ﹤0.01% 2290
2021
Q2 		$392K Buy
7,152
+61
+0.9% +$3.29K ﹤0.01% 2256
2021
Q1 		$372K Sell
7,091
-12
-0.2% -$606 ﹤0.01% 2128
2020
Q4 		$325K Sell
7,103
-774
-10% -$32.6K ﹤0.01% 2064
2020
Q3 		$294K Sell
7,877
-894
-10% -$33.5K ﹤0.01% 1947
2020
Q2 		$313K Buy
+8,771
New +$293K ﹤0.01% 1852

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

Cambridge Investment Research Advisors's SMLF Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its iShares US Small Cap Equity Factor ETF (SMLF) stake by 9.1% in Q1 2026, buying an estimated $2.44M and bringing the position to 378,209 shares worth $28.6M. The position accounts for 0.07% of the portfolio, ranked #273.

Cambridge Investment Research Advisors first reported a position in SMLF in Q2 2020 and has held it in 18 quarters since. 269 funds tracked by Wall St. Rank hold SMLF as of Q1 2026.

  • Cambridge Investment Research Advisors held 378,209 shares of iShares US Small Cap Equity Factor ETF worth $28.6M as of Q1 2026.
  • Cambridge Investment Research Advisors bought 31,477 iShares US Small Cap Equity Factor ETF shares in Q1 2026, an estimated $2.44M.
  • iShares US Small Cap Equity Factor ETF made up 0.07% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #273 holding.
  • Cambridge Investment Research Advisors first reported a position in iShares US Small Cap Equity Factor ETF in Q2 2020 and has held it in 18 quarters since.
  • 269 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.