Creative Financial Designs’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Creative Financial Designs’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	$46.3K	Buy	519 +1	+0.2%	+$83	﹤0.01%	1039
2026 Q1	$39.1K	Sell	518 -9	-2%	-$699	﹤0.01%	984
2025 Q4	$39.5K	Buy	527 +67	+15%	+$4.99K	﹤0.01%	947
2025 Q3	$34.2K	Buy	460 +1	+0.2%	+$72	﹤0.01%	976
2025 Q2	$31.2K	Buy	+459	New	+$29.1K	﹤0.01%	1009
2020 Q2	–	Sell	-11	Closed	–	–	1189
2020 Q1	$0	Hold	11	–	–	﹤0.01%	582
2019 Q4	$0	Hold	11	–	–	﹤0.01%	619
2019 Q3	$0	Sell	11 -70	-86%	-$2.8K	﹤0.01%	657
2019 Q2	$3K	Sell	81 -247	-75%	-$9.94K	﹤0.01%	496
2019 Q1	$13K	Sell	328 -10,630	-97%	-$421K	0.01%	361
2018 Q4	$392K	Sell	10,958 -1,073	-9%	-$42.2K	0.28%	71
2018 Q3	$523K	Buy	12,031 +1,624	+16%	+$71K	0.3%	69
2018 Q2	$435K	Buy	10,407 +1,440	+16%	+$59.1K	0.26%	84
2018 Q1	$351K	Buy	8,967 +8,762	+4,274%	+$349K	0.22%	90
2017 Q4	$8K	Buy	+205	New	+$8K	0.01%	442

Other funds holding SMLF

SFS

Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

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

Creative Financial Designs's SMLF Position: Q2 2026 in Review

Creative Financial Designs increased its iShares US Small Cap Equity Factor ETF (SMLF) stake by 0.19% in Q2 2026, buying an estimated $83 and bringing the position to 519 shares worth $46.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1039.

Creative Financial Designs first reported a position in SMLF in Q4 2017 and has held it in 15 quarters since. The position peaked at $523K in Q3 2018. 302 funds tracked by Wall St. Rank hold SMLF as of Q2 2026.

Creative Financial Designs held 519 shares of iShares US Small Cap Equity Factor ETF worth $46.3K as of Q2 2026.
Creative Financial Designs bought 1 iShares US Small Cap Equity Factor ETF share in Q2 2026, an estimated $83.
iShares US Small Cap Equity Factor ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1039 holding.
Creative Financial Designs first reported a position in iShares US Small Cap Equity Factor ETF in Q4 2017 and has held it in 15 quarters since.
Creative Financial Designs's iShares US Small Cap Equity Factor ETF position peaked at $523K in Q3 2018.
302 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.