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

Cerity Partners’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	$5.77M	Buy	76,349 +2,681	+4%	+$208K	0.01%	940
2025 Q4	$5.52M	Sell	73,668 -787	-1%	-$58.6K	0.01%	877
2025 Q3	$5.54M	Buy	74,455 +432	+0.6%	+$30.9K	0.01%	808
2025 Q2	$5.03M	Sell	74,023 -1,454	-2%	-$92K	0.01%	799
2025 Q1	$4.69M	Sell	75,477 -1,162	-2%	-$78.2K	0.01%	757
2024 Q4	$5.17M	Sell	76,639 -5,884	-7%	-$408K	0.01%	700
2024 Q3	$5.48M	Sell	82,523 -417	-0.5%	-$26.5K	0.01%	666
2024 Q2	$5.08M	Sell	82,940 -2,999	-3%	-$184K	0.01%	605
2024 Q1	$5.46M	Sell	85,939 -10,378	-11%	-$620K	0.01%	630
2023 Q4	$5.67M	Buy	96,317 +6,891	+8%	+$363K	0.02%	508
2023 Q3	$4.63M	Sell	89,426 -10,880	-11%	-$589K	0.02%	429
2023 Q2	$5.38M	Buy	+100,306	New	+$5.11M	0.02%	479

Other funds holding SMLF

SFS

Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cerity Partners's SMLF Position: Q1 2026 in Review

Cerity Partners increased its iShares US Small Cap Equity Factor ETF (SMLF) stake by 3.6% in Q1 2026, buying an estimated $208K and bringing the position to 76,349 shares worth $5.77M. The position accounts for 0.01% of the portfolio, ranked #940.

Cerity Partners first reported a position in SMLF in Q2 2023 and has held it in 12 quarters since. 269 funds tracked by Wall St. Rank hold SMLF as of Q1 2026.

Cerity Partners held 76,349 shares of iShares US Small Cap Equity Factor ETF worth $5.77M as of Q1 2026.
Cerity Partners bought 2,681 iShares US Small Cap Equity Factor ETF shares in Q1 2026, an estimated $208K.
iShares US Small Cap Equity Factor ETF made up 0.01% of Cerity Partners's portfolio in Q1 2026, its #940 holding.
Cerity Partners first reported a position in iShares US Small Cap Equity Factor ETF in Q2 2023 and has held it in 12 quarters since.
269 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.