Cyndeo Wealth Partners
SMLF icon

Cyndeo Wealth Partners’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Cyndeo Wealth Partners’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
Q3 		$2.21M Buy
26,421
+1,728
+7% +$151K 0.1% 182
2026
Q2 		$2.2M Buy
24,693
+1,427
+6% +$119K 0.1% 181
2026
Q1 		$1.76M Buy
23,266
+457
+2% +$35.5K 0.09% 180
2025
Q4 		$1.71M Buy
22,809
+888
+4% +$66.2K 0.09% 184
2025
Q3 		$1.63M Buy
21,921
+483
+2% +$34.6K 0.09% 182
2025
Q2 		$1.46M Buy
21,438
+901
+4% +$57K 0.09% 188
2025
Q1 		$1.28M Buy
20,537
+3,496
+21% +$235K 0.08% 187
2024
Q4 		$1.15M Buy
17,041
+187
+1% +$13K 0.08% 203
2024
Q3 		$1.12M Buy
16,854
+948
+6% +$60.3K 0.08% 206
2024
Q2 		$974K Buy
15,906
+9,142
+135% +$561K 0.08% 215
2024
Q1 		$430K Buy
+6,764
New +$404K 0.04% 274

Other funds holding SMLF

Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Cornerstone Planning Group
Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return
Financial Management Professionals
Financial Management Professionals Austin, Texas $1.06B AUM 13.82% 1-Year Est. Return
Pacific Center for Financial Services
Pacific Center for Financial Services San Ramon, California $477M AUM 12.74% 1-Year Est. Return
YHB Investment Advisors
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
Family Office Research
Family Office Research Bethesda, Maryland $260M AUM 20.53% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
PTM Wealth Management
PTM Wealth Management North Wales, United States $235M AUM 18.9% 1-Year Est. Return
WC
Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return

Cyndeo Wealth Partners's SMLF Position: Q3 2026 in Review

Cyndeo Wealth Partners increased its iShares US Small Cap Equity Factor ETF (SMLF) stake by 7% in Q3 2026, buying an estimated $151K and bringing the position to 26,421 shares worth $2.21M. The position accounts for 0.1% of the portfolio, ranked #182.

Cyndeo Wealth Partners first reported a position in SMLF in Q1 2024 and has held it in 11 quarters since. 89 funds tracked by Wall St. Rank hold SMLF as of Q3 2026.

  • Cyndeo Wealth Partners held 26,421 shares of iShares US Small Cap Equity Factor ETF worth $2.21M as of Q3 2026.
  • Cyndeo Wealth Partners bought 1,728 iShares US Small Cap Equity Factor ETF shares in Q3 2026, an estimated $151K.
  • iShares US Small Cap Equity Factor ETF made up 0.1% of Cyndeo Wealth Partners's portfolio in Q3 2026, its #182 holding.
  • Cyndeo Wealth Partners first reported a position in iShares US Small Cap Equity Factor ETF in Q1 2024 and has held it in 11 quarters since.
  • 89 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q3 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.