Clearstead Advisors’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Clearstead Advisors’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 Q3	$10.3K	Buy	+123	New	+$10.7K	﹤0.01%	1955

Other funds holding SMLF

Strategic Financial Services Utica, New York $2.27B AUM 12.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.06B AUM 13.82% 1-Year Est. Return

Clearstead Advisors's SMLF Position: Q3 2026 in Review

Clearstead Advisors opened a new position in iShares US Small Cap Equity Factor ETF (SMLF) in Q3 2026: 123 shares worth $10.3K. The stake represents ﹤0.01% of the portfolio and ranks #1955 among its holdings.

207 funds tracked by Wall St. Rank hold SMLF as of Q3 2026.

Clearstead Advisors held 123 shares of iShares US Small Cap Equity Factor ETF worth $10.3K as of Q3 2026.
iShares US Small Cap Equity Factor ETF was a new Clearstead Advisors position in Q3 2026.
iShares US Small Cap Equity Factor ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q3 2026, its #1955 holding.
207 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q3 2026.

Based on Clearstead Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.