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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
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

AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $792M AUM
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
FCA
FLC Capital Advisors Palm Desert, California $622M AUM 22.85% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FWM
FMA Wealth Management Duxbury, Massachusetts $156M AUM 15.22% 1-Year Est. Return

Cyndeo Wealth Partners's SMLF Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its iShares US Small Cap Equity Factor ETF (SMLF) stake by 6.1% in Q2 2026, buying an estimated $119K and bringing the position to 24,693 shares worth $2.2M. The position accounts for 0.1% of the portfolio, ranked #181.

Cyndeo Wealth Partners first reported a position in SMLF in Q1 2024 and has held it in 10 quarters since. 48 funds tracked by Wall St. Rank hold SMLF as of Q2 2026.

  • Cyndeo Wealth Partners held 24,693 shares of iShares US Small Cap Equity Factor ETF worth $2.2M as of Q2 2026.
  • Cyndeo Wealth Partners bought 1,427 iShares US Small Cap Equity Factor ETF shares in Q2 2026, an estimated $119K.
  • iShares US Small Cap Equity Factor ETF made up 0.1% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #181 holding.
  • Cyndeo Wealth Partners first reported a position in iShares US Small Cap Equity Factor ETF in Q1 2024 and has held it in 10 quarters since.
  • 48 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.