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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
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

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

Cora Capital Advisors's SMLF Position: Q1 2026 in Review

Cora Capital Advisors increased its iShares US Small Cap Equity Factor ETF (SMLF) stake by 0.4% in Q1 2026, buying an estimated $27.3K and bringing the position to 89,134 shares worth $6.73M. The position accounts for 2.23% of the portfolio, ranked #10.

Cora Capital Advisors first reported a position in SMLF in Q4 2022 and has held it in 14 quarters since. 269 funds tracked by Wall St. Rank hold SMLF as of Q1 2026.

  • Cora Capital Advisors held 89,134 shares of iShares US Small Cap Equity Factor ETF worth $6.73M as of Q1 2026.
  • Cora Capital Advisors bought 352 iShares US Small Cap Equity Factor ETF shares in Q1 2026, an estimated $27.3K.
  • iShares US Small Cap Equity Factor ETF made up 2.23% of Cora Capital Advisors's portfolio in Q1 2026, its #10 holding.
  • Cora Capital Advisors first reported a position in iShares US Small Cap Equity Factor ETF in Q4 2022 and has held it in 14 quarters since.
  • 269 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q1 2026.

Based on Cora Capital Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.