Cary Street Partners’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$5.31M Buy
59,595
+35,296
+145% +$2.94M 0.12% 189
2026
Q1
$1.83M Buy
+24,299
New +$1.89M 0.05% 340

Other funds holding SMLF

Cary Street Partners's SMLF Position: Q2 2026 in Review

Cary Street Partners increased its iShares US Small Cap Equity Factor ETF (SMLF) stake by 145% in Q2 2026, buying an estimated $2.94M and bringing the position to 59,595 shares worth $5.31M. The position accounts for 0.12% of the portfolio, ranked #189.

Cary Street Partners first reported a position in SMLF in Q1 2026 and has held it in 2 quarters since. 300 funds tracked by Wall St. Rank hold SMLF as of Q2 2026.

  • Cary Street Partners held 59,595 shares of iShares US Small Cap Equity Factor ETF worth $5.31M as of Q2 2026.
  • Cary Street Partners bought 35,296 iShares US Small Cap Equity Factor ETF shares in Q2 2026, an estimated $2.94M.
  • iShares US Small Cap Equity Factor ETF made up 0.12% of Cary Street Partners's portfolio in Q2 2026, its #189 holding.
  • Cary Street Partners first reported a position in iShares US Small Cap Equity Factor ETF in Q1 2026 and has held it in 2 quarters since.
  • 300 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.