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

Creative Planning’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	$618K	Buy	8,186 +1	+0%	+$78	﹤0.01%	2863
2025 Q4	$613K	Buy	8,185 +906	+12%	+$67.5K	﹤0.01%	2662
2025 Q3	$541K	Buy	7,279 +311	+4%	+$22.3K	﹤0.01%	2646
2025 Q2	$473K	Buy	+6,968	New	+$441K	﹤0.01%	2510
2022 Q2	–	Sell	-288	Closed	-$16K	–	2516
2022 Q1	$16K	Buy	+288	New	+$15.6K	﹤0.01%	2162

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 Planning's SMLF Position: Q1 2026 in Review

Creative Planning increased its iShares US Small Cap Equity Factor ETF (SMLF) stake by 0.01% in Q1 2026, buying an estimated $78 and bringing the position to 8,186 shares worth $618K. The position accounts for ﹤0.01% of the portfolio, ranked #2863.

Creative Planning first reported a position in SMLF in Q1 2022 and has held it in 5 quarters since. 269 funds tracked by Wall St. Rank hold SMLF as of Q1 2026.

Creative Planning held 8,186 shares of iShares US Small Cap Equity Factor ETF worth $618K as of Q1 2026.
Creative Planning bought 1 iShares US Small Cap Equity Factor ETF share in Q1 2026, an estimated $78.
iShares US Small Cap Equity Factor ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2863 holding.
Creative Planning first reported a position in iShares US Small Cap Equity Factor ETF in Q1 2022 and has held it in 5 quarters since.
269 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.