Creative Planning
SMLF icon

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
Q2 		$724K Sell
8,119
-67
-0.8% -$5.59K ﹤0.01% 2898
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 $2.28B AUM 22.9% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Creative Planning's SMLF Position: Q2 2026 in Review

Creative Planning reduced its iShares US Small Cap Equity Factor ETF (SMLF) stake by 0.82% in Q2 2026, selling an estimated $5.59K and leaving 8,119 shares worth $724K. The position accounts for ﹤0.01% of the portfolio, ranked #2898.

Creative Planning first reported a position in SMLF in Q1 2022 and has held it in 6 quarters since. 301 funds tracked by Wall St. Rank hold SMLF as of Q2 2026.

  • Creative Planning held 8,119 shares of iShares US Small Cap Equity Factor ETF worth $724K as of Q2 2026.
  • Creative Planning sold 67 iShares US Small Cap Equity Factor ETF shares in Q2 2026, an estimated $5.59K.
  • iShares US Small Cap Equity Factor ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2898 holding.
  • Creative Planning first reported a position in iShares US Small Cap Equity Factor ETF in Q1 2022 and has held it in 6 quarters since.
  • 301 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.