Cora Capital Advisors
SMLF icon

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

Cora Capital 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 		$7.35M Sell
87,940
-770
-0.9% -$67.2K 1.94% 11
2026
Q2 		$7.91M Sell
88,710
-424
-0.5% -$35.4K 2.22% 10
2026
Q1 		$6.73M Buy
89,134
+352
+0.4% +$27.3K 2.23% 10
2025
Q4 		$6.65M Buy
88,782
+2,449
+3% +$182K 2.59% 8
2025
Q3 		$6.42M Buy
86,333
+767
+0.9% +$54.9K 2.73% 8
2025
Q2 		$5.81M Sell
85,566
-1,234
-1% -$78.1K 2.59% 9
2025
Q1 		$5.4M Buy
86,800
+1,788
+2% +$120K 2.59% 8
2024
Q4 		$5.74M Buy
85,012
+3,290
+4% +$228K 2.77% 8
2024
Q3 		$5.42M Buy
81,722
+2,519
+3% +$160K 2.67% 8
2024
Q2 		$4.85M Sell
79,203
-538
-0.7% -$33K 2.5% 9
2024
Q1 		$5.07M Buy
79,741
+3,402
+4% +$203K 2.71% 9
2023
Q4 		$4.49M Buy
76,339
+4,309
+6% +$227K 2.64% 9
2023
Q3 		$3.73M Buy
72,030
+6,709
+10% +$363K 2.5% 12
2023
Q2 		$3.5M Buy
65,321
+15,299
+31% +$779K 2.33% 12
2023
Q1 		$2.56M Buy
50,022
+9,020
+22% +$473K 1.91% 14
2022
Q4 		$2.04M Buy
+41,002
New +$2.04M 1.4% 12

Other funds holding SMLF

Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Cornerstone Planning Group
Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return
Financial Management Professionals
Financial Management Professionals Austin, Texas $1.06B AUM 13.82% 1-Year Est. Return
Ullmann Wealth Partners Group
Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.12B AUM 13.4% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Pacific Center for Financial Services
Pacific Center for Financial Services San Ramon, California $477M AUM 12.74% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
FF
Fox Financial Wyomissing, Pennsylvania $140M AUM 18.32% 1-Year Est. Return

Cora Capital Advisors's SMLF Position: Q3 2026 in Review

Cora Capital Advisors reduced its iShares US Small Cap Equity Factor ETF (SMLF) stake by 0.87% in Q3 2026, selling an estimated $67.2K and leaving 87,940 shares worth $7.35M. The position accounts for 1.94% of the portfolio, ranked #11.

Cora Capital Advisors first reported a position in SMLF in Q4 2022 and has held it in 16 quarters since. The position peaked at $7.91M in Q2 2026. 158 funds tracked by Wall St. Rank hold SMLF as of Q3 2026.

  • Cora Capital Advisors held 87,940 shares of iShares US Small Cap Equity Factor ETF worth $7.35M as of Q3 2026.
  • Cora Capital Advisors sold 770 iShares US Small Cap Equity Factor ETF shares in Q3 2026, an estimated $67.2K.
  • iShares US Small Cap Equity Factor ETF made up 1.94% of Cora Capital Advisors's portfolio in Q3 2026, its #11 holding.
  • Cora Capital Advisors first reported a position in iShares US Small Cap Equity Factor ETF in Q4 2022 and has held it in 16 quarters since.
  • Cora Capital Advisors's iShares US Small Cap Equity Factor ETF position peaked at $7.91M in Q2 2026.
  • 158 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q3 2026.

Based on Cora Capital Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.