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Cherry Tree Wealth Management’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Cherry Tree Wealth Management’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 		$15.2K Hold
201
– – ﹤0.01% 370
2025
Q4 		$15.1K Hold
201
– – ﹤0.01% 379
2025
Q3 		$14.9K Hold
201
– – ﹤0.01% 369
2025
Q2 		$13.7K Buy
+201
New +$12.7K ﹤0.01% 375

Other funds holding SMLF

SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $2.3T AUM 54.33% 1-Year Est. Return

Cherry Tree Wealth Management's SMLF Position: Q1 2026 in Review

Cherry Tree Wealth Management held its iShares US Small Cap Equity Factor ETF (SMLF) position steady in Q1 2026 at 201 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #370.

Cherry Tree Wealth Management first reported a position in SMLF in Q2 2025 and has held it in 4 quarters since. 269 funds tracked by Wall St. Rank hold SMLF as of Q1 2026.

  • Cherry Tree Wealth Management held 201 shares of iShares US Small Cap Equity Factor ETF worth $15.2K as of Q1 2026.
  • Cherry Tree Wealth Management left its iShares US Small Cap Equity Factor ETF share count unchanged in Q1 2026.
  • iShares US Small Cap Equity Factor ETF made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #370 holding.
  • Cherry Tree Wealth Management first reported a position in iShares US Small Cap Equity Factor ETF in Q2 2025 and has held it in 4 quarters since.
  • 269 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.