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
Q2 		$74.2M Buy
832,049
+78,300
+10% +$6.53M 0.07% 285
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 $2.28B AUM 22.9% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

Cetera Investment Advisers's SMLF Position: Q2 2026 in Review

Cetera Investment Advisers increased its iShares US Small Cap Equity Factor ETF (SMLF) stake by 10% in Q2 2026, buying an estimated $6.53M and bringing the position to 832,049 shares worth $74.2M. The position accounts for 0.07% of the portfolio, ranked #285.

Cetera Investment Advisers first reported a position in SMLF in Q3 2023 and has held it in 12 quarters since. 300 funds tracked by Wall St. Rank hold SMLF as of Q2 2026.

  • Cetera Investment Advisers held 832,049 shares of iShares US Small Cap Equity Factor ETF worth $74.2M as of Q2 2026.
  • Cetera Investment Advisers bought 78,300 iShares US Small Cap Equity Factor ETF shares in Q2 2026, an estimated $6.53M.
  • iShares US Small Cap Equity Factor ETF made up 0.07% of Cetera Investment Advisers's portfolio in Q2 2026, its #285 holding.
  • Cetera Investment Advisers first reported a position in iShares US Small Cap Equity Factor ETF in Q3 2023 and has held it in 12 quarters since.
  • 300 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.