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

Concurrent Investment 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
Q2 		$307K Buy
+3,442
New +$287K ﹤0.01% 1677

Other funds holding SMLF

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
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

Concurrent Investment Advisors's SMLF Position: Q2 2026 in Review

Concurrent Investment Advisors opened a new position in iShares US Small Cap Equity Factor ETF (SMLF) in Q2 2026: 3,442 shares worth $307K. The stake represents ﹤0.01% of the portfolio and ranks #1677 among its holdings.

299 funds tracked by Wall St. Rank hold SMLF as of Q2 2026.

  • Concurrent Investment Advisors held 3,442 shares of iShares US Small Cap Equity Factor ETF worth $307K as of Q2 2026.
  • iShares US Small Cap Equity Factor ETF was a new Concurrent Investment Advisors position in Q2 2026.
  • iShares US Small Cap Equity Factor ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1677 holding.
  • 299 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.