Commonwealth Equity Services
SMLF icon

Commonwealth Equity Services’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Commonwealth Equity Services’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 		$24.6M Buy
325,311
+95,100
+41% +$7.39M 0.03% 493
2025
Q4 		$17.2M Buy
230,211
+24,034
+12% +$1.79M 0.02% 622
2025
Q3 		$15.3M Buy
206,177
+76,107
+59% +$5.44M 0.02% 691
2025
Q2 		$8.84M Buy
130,070
+34,642
+36% +$2.19M 0.01% 994
2025
Q1 		$5.93M Buy
95,428
+13,627
+17% +$917K 0.01% 1178
2024
Q4 		$5.52M Buy
81,801
+2,723
+3% +$189K 0.01% 1174
2024
Q3 		$5.25M Buy
79,078
+8,617
+12% +$548K 0.01% 1192
2024
Q2 		$4.31M Sell
70,461
-7,460
-10% -$458K 0.01% 1280
2024
Q1 		$4.95M Buy
77,921
+283
+0.4% +$16.9K 0.01% 1177
2023
Q4 		$4.57M Buy
77,638
+8,964
+13% +$472K 0.01% 1154
2023
Q3 		$3.55M Buy
68,674
+5,169
+8% +$280K 0.01% 1229
2023
Q2 		$3.4M Buy
63,505
+119
+0.2% +$6.06K 0.01% 1280
2023
Q1 		$3.25K Sell
63,386
-392
-0.6% -$20.6K 0.01% 1244
2022
Q4 		$3.17M Sell
63,778
-797
-1% -$39.7K 0.01% 1206
2022
Q3 		$2.89M Buy
64,575
+8
+0% +$396 0.01% 1201
2022
Q2 		$3.03M Buy
64,567
+1,827
+3% +$93.3K 0.01% 1172
2022
Q1 		$3.42M Sell
62,740
-4
-0% -$217 0.01% 1164
2021
Q4 		$3.59M Buy
62,744
+1,462
+2% +$82.7K 0.01% 1105
2021
Q3 		$3.29M Buy
61,282
+614
+1% +$33.5K 0.01% 1121
2021
Q2 		$3.33M Buy
60,668
+2,572
+4% +$139K 0.01% 1093
2021
Q1 		$3.05M Buy
58,096
+143
+0.2% +$7.22K 0.01% 1054
2020
Q4 		$2.65M Buy
57,953
+8,304
+17% +$350K 0.01% 1057
2020
Q3 		$1.85M Sell
49,649
-235
-0.5% -$8.8K 0.01% 1140
2020
Q2 		$1.78M Buy
49,884
+29,126
+140% +$972K 0.01% 1088
2020
Q1 		$618K Buy
20,758
+7,064
+52% +$273K ﹤0.01% 1563
2019
Q4 		$587K Buy
13,694
+3,292
+32% +$136K ﹤0.01% 1780
2019
Q3 		$414K Sell
10,402
-13,694
-57% -$547K ﹤0.01% 1971
2019
Q2 		$970K Sell
24,096
-2,665
-10% -$107K ﹤0.01% 1360
2019
Q1 		$1.07M Buy
26,761
+229
+0.9% +$9.08K 0.01% 1261
2018
Q4 		$950K Buy
26,532
+4,951
+23% +$195K 0.01% 1232
2018
Q3 		$937K Buy
21,581
+376
+2% +$16.4K ﹤0.01% 1342
2018
Q2 		$887K Buy
21,205
+12,352
+140% +$507K ﹤0.01% 1354
2018
Q1 		$346K Buy
+8,853
New +$353K ﹤0.01% 1959

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

Commonwealth Equity Services's SMLF Position: Q1 2026 in Review

Commonwealth Equity Services increased its iShares US Small Cap Equity Factor ETF (SMLF) stake by 41% in Q1 2026, buying an estimated $7.39M and bringing the position to 325,311 shares worth $24.6M. The position accounts for 0.03% of the portfolio, ranked #493.

Commonwealth Equity Services first reported a position in SMLF in Q1 2018 and has held it in 33 quarters since. 269 funds tracked by Wall St. Rank hold SMLF as of Q1 2026.

  • Commonwealth Equity Services held 325,311 shares of iShares US Small Cap Equity Factor ETF worth $24.6M as of Q1 2026.
  • Commonwealth Equity Services bought 95,100 iShares US Small Cap Equity Factor ETF shares in Q1 2026, an estimated $7.39M.
  • iShares US Small Cap Equity Factor ETF made up 0.03% of Commonwealth Equity Services's portfolio in Q1 2026, its #493 holding.
  • Commonwealth Equity Services first reported a position in iShares US Small Cap Equity Factor ETF in Q1 2018 and has held it in 33 quarters since.
  • 269 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.