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 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 $2.1B AUM 19.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Creative Financial Designs's SMLF Position: Q1 2026 in Review

Creative Financial Designs reduced its iShares US Small Cap Equity Factor ETF (SMLF) stake by 1.7% in Q1 2026, selling an estimated $699 and leaving 518 shares worth $39.1K. The position accounts for ﹤0.01% of the portfolio, ranked #984.

Creative Financial Designs first reported a position in SMLF in Q4 2017 and has held it in 14 quarters since. The position peaked at $523K in Q3 2018. 269 funds tracked by Wall St. Rank hold SMLF as of Q1 2026.

Creative Financial Designs held 518 shares of iShares US Small Cap Equity Factor ETF worth $39.1K as of Q1 2026.
Creative Financial Designs sold 9 iShares US Small Cap Equity Factor ETF shares in Q1 2026, an estimated $699.
iShares US Small Cap Equity Factor ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #984 holding.
Creative Financial Designs first reported a position in iShares US Small Cap Equity Factor ETF in Q4 2017 and has held it in 14 quarters since.
Creative Financial Designs's iShares US Small Cap Equity Factor ETF position peaked at $523K in Q3 2018.
269 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.