Capital Square
SMLF icon

Capital Square’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Capital Square’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
Q3 		$461K Buy
5,515
+629
+13% +$54.9K 0.2% 115
2026
Q2 		$428K Buy
4,886
+473
+11% +$39.4K 0.19% 116
2026
Q1 		$363K Buy
4,413
+1,129
+34% +$87.7K 0.17% 136
2025
Q4 		$246K Buy
+3,284
New +$245K 0.13% 176

Other funds holding SMLF

Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Cornerstone Planning Group
Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return
Financial Management Professionals
Financial Management Professionals Austin, Texas $1.06B AUM 13.82% 1-Year Est. Return
Pacific Center for Financial Services
Pacific Center for Financial Services San Ramon, California $477M AUM 12.74% 1-Year Est. Return
YHB Investment Advisors
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
Family Office Research
Family Office Research Bethesda, Maryland $260M AUM 20.53% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
PTM Wealth Management
PTM Wealth Management North Wales, United States $235M AUM 18.9% 1-Year Est. Return

Capital Square's SMLF Position: Q3 2026 in Review

Capital Square increased its iShares US Small Cap Equity Factor ETF (SMLF) stake by 13% in Q3 2026, buying an estimated $54.9K and bringing the position to 5,515 shares worth $461K. The position accounts for 0.2% of the portfolio, ranked #115.

Capital Square first reported a position in SMLF in Q4 2025 and has held it in 4 quarters since. 108 funds tracked by Wall St. Rank hold SMLF as of Q3 2026.

  • Capital Square held 5,515 shares of iShares US Small Cap Equity Factor ETF worth $461K as of Q3 2026.
  • Capital Square bought 629 iShares US Small Cap Equity Factor ETF shares in Q3 2026, an estimated $54.9K.
  • iShares US Small Cap Equity Factor ETF made up 0.2% of Capital Square's portfolio in Q3 2026, its #115 holding.
  • Capital Square first reported a position in iShares US Small Cap Equity Factor ETF in Q4 2025 and has held it in 4 quarters since.
  • 108 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q3 2026.

Based on Capital Square's 13F filing for Q3 2026, filed 19 Oct 2026.