Community Financial Services Group’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Community Financial Services Group’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	$1.52K	Hold	18	–	–	﹤0.01%	499
2026 Q2	$1.6K	Buy	+18	New	+$1.5K	﹤0.01%	489

Other funds holding SMLF

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

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 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

Clearwater Capital Advisors Hoffman Estates, Illinois $1.39B AUM 12.56% 1-Year Est. Return

Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.12B AUM 13.4% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Community Financial Services Group's SMLF Position: Q3 2026 in Review

Community Financial Services Group held its iShares US Small Cap Equity Factor ETF (SMLF) position steady in Q3 2026 at 18 shares worth $1.52K. The position accounts for ﹤0.01% of the portfolio, ranked #499.

Community Financial Services Group first reported a position in SMLF in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.6K in Q2 2026. 185 funds tracked by Wall St. Rank hold SMLF as of Q3 2026.

Community Financial Services Group held 18 shares of iShares US Small Cap Equity Factor ETF worth $1.52K as of Q3 2026.
Community Financial Services Group left its iShares US Small Cap Equity Factor ETF share count unchanged in Q3 2026.
iShares US Small Cap Equity Factor ETF made up ﹤0.01% of Community Financial Services Group's portfolio in Q3 2026, its #499 holding.
Community Financial Services Group first reported a position in iShares US Small Cap Equity Factor ETF in Q2 2026 and has held it in 2 quarters since.
Community Financial Services Group's iShares US Small Cap Equity Factor ETF position peaked at $1.6K in Q2 2026.
185 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q3 2026.

Based on Community Financial Services Group's 13F filing for Q3 2026, filed 15 Oct 2026.