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Comprehensive Financial Planning’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Comprehensive Financial Planning’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 		$131K Buy
1,466
+4
+0.3% +$334 0.07% 133
2026
Q1 		$110K Buy
1,462
+3
+0.2% +$233 0.08% 120
2025
Q4 		$109K Buy
1,459
+5
+0.3% +$373 0.07% 126
2025
Q3 		$108K Buy
+1,454
New +$104K 0.07% 126

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Comprehensive Financial Planning's SMLF Position: Q2 2026 in Review

Comprehensive Financial Planning increased its iShares US Small Cap Equity Factor ETF (SMLF) stake by 0.27% in Q2 2026, buying an estimated $334 and bringing the position to 1,466 shares worth $131K. The position accounts for 0.07% of the portfolio, ranked #133.

Comprehensive Financial Planning first reported a position in SMLF in Q3 2025 and has held it in 4 quarters since. 300 funds tracked by Wall St. Rank hold SMLF as of Q2 2026.

  • Comprehensive Financial Planning held 1,466 shares of iShares US Small Cap Equity Factor ETF worth $131K as of Q2 2026.
  • Comprehensive Financial Planning bought 4 iShares US Small Cap Equity Factor ETF shares in Q2 2026, an estimated $334.
  • iShares US Small Cap Equity Factor ETF made up 0.07% of Comprehensive Financial Planning's portfolio in Q2 2026, its #133 holding.
  • Comprehensive Financial Planning first reported a position in iShares US Small Cap Equity Factor ETF in Q3 2025 and has held it in 4 quarters since.
  • 300 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.