Cetera Investment Advisers
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Cetera Investment Advisers’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Cetera Investment Advisers’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 		$56.9M Buy
753,749
+88,667
+13% +$6.89M 0.06% 329
2025
Q4 		$49.8M Buy
665,082
+142,928
+27% +$10.7M 0.05% 350
2025
Q3 		$38.8M Buy
522,154
+205,586
+65% +$14.7M 0.05% 404
2025
Q2 		$21.5M Buy
316,568
+83,226
+36% +$5.27M 0.04% 495
2025
Q1 		$14.5M Buy
233,342
+35,733
+18% +$2.4M 0.03% 590
2024
Q4 		$13.3M Buy
197,609
+22,194
+13% +$1.54M 0.03% 591
2024
Q3 		$11.6M Buy
175,415
+32,323
+23% +$2.06M 0.03% 634
2024
Q2 		$8.76M Buy
143,092
+43,699
+44% +$2.68M 0.02% 730
2024
Q1 		$6.32M Buy
99,393
+94,090
+1,774% +$5.62M 0.01% 867
2023
Q4 		$312K Buy
5,303
+37
+0.7% +$1.95K ﹤0.01% 1765
2023
Q3 		$272K Buy
+5,266
New +$285K ﹤0.01% 1793

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

Cetera Investment Advisers's SMLF Position: Q1 2026 in Review

Cetera Investment Advisers increased its iShares US Small Cap Equity Factor ETF (SMLF) stake by 13% in Q1 2026, buying an estimated $6.89M and bringing the position to 753,749 shares worth $56.9M. The position accounts for 0.06% of the portfolio, ranked #329.

Cetera Investment Advisers first reported a position in SMLF in Q3 2023 and has held it in 11 quarters since. 269 funds tracked by Wall St. Rank hold SMLF as of Q1 2026.

  • Cetera Investment Advisers held 753,749 shares of iShares US Small Cap Equity Factor ETF worth $56.9M as of Q1 2026.
  • Cetera Investment Advisers bought 88,667 iShares US Small Cap Equity Factor ETF shares in Q1 2026, an estimated $6.89M.
  • iShares US Small Cap Equity Factor ETF made up 0.06% of Cetera Investment Advisers's portfolio in Q1 2026, its #329 holding.
  • Cetera Investment Advisers first reported a position in iShares US Small Cap Equity Factor ETF in Q3 2023 and has held it in 11 quarters since.
  • 269 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.