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

Destiny 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 		$506K Sell
5,872
-9
-0.2% -$751 0.07% 93
2026
Q1 		$444K Hold
5,881
– – 0.05% 150
2025
Q4 		$464K Hold
5,881
– – 0.05% 131
2025
Q3 		$437K Hold
5,881
– – 0.05% 135
2025
Q2 		$400K Hold
5,881
– – 0.05% 135
2025
Q1 		$366K Hold
5,881
– – 0.06% 122
2024
Q4 		$397K Sell
5,881
-381
-6% -$26.4K 0.06% 120
2024
Q3 		$415K Hold
6,262
– – 0.07% 113
2024
Q2 		$383K Hold
6,262
– – 0.07% 113
2024
Q1 		$398K Hold
6,262
– – 0.07% 108
2023
Q4 		$356K Hold
6,262
– – 0.07% 118
2023
Q3 		$324K Hold
6,262
– – 0.07% 127
2023
Q2 		$348K Sell
6,262
-1,948
-24% -$99.2K 0.07% 121
2023
Q1 		$421K Buy
8,210
+516
+7% +$27.1K 0.09% 102
2022
Q4 		$382K Buy
7,694
+971
+14% +$48.4K 0.08% 111
2022
Q3 		$301K Sell
6,723
-1,365
-17% -$67.5K 0.07% 125
2022
Q2 		$379K Hold
8,088
– – 0.08% 99
2022
Q1 		$441K Hold
8,088
– – 0.09% 102
2021
Q4 		$463K Hold
8,088
– – 0.09% 111
2021
Q3 		$435K Sell
8,088
-4,278
-35% -$234K 0.09% 113
2021
Q2 		$678K Hold
12,366
– – 0.13% 102
2021
Q1 		$649K Sell
12,366
-1,585
-11% -$80.1K 0.14% 90
2020
Q4 		$638K Buy
+13,951
New +$587K 0.13% 91

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

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

Destiny Wealth Partners reduced its iShares US Small Cap Equity Factor ETF (SMLF) stake by 0.15% in Q2 2026, selling an estimated $751 and leaving 5,872 shares worth $506K. The position accounts for 0.07% of the portfolio, ranked #93.

Destiny Wealth Partners first reported a position in SMLF in Q4 2020 and has held it in 23 quarters since. The position peaked at $678K in Q2 2021. 300 funds tracked by Wall St. Rank hold SMLF as of Q2 2026.

  • Destiny Wealth Partners held 5,872 shares of iShares US Small Cap Equity Factor ETF worth $506K as of Q2 2026.
  • Destiny Wealth Partners sold 9 iShares US Small Cap Equity Factor ETF shares in Q2 2026, an estimated $751.
  • iShares US Small Cap Equity Factor ETF made up 0.07% of Destiny Wealth Partners's portfolio in Q2 2026, its #93 holding.
  • Destiny Wealth Partners first reported a position in iShares US Small Cap Equity Factor ETF in Q4 2020 and has held it in 23 quarters since.
  • Destiny Wealth Partners's iShares US Small Cap Equity Factor ETF position peaked at $678K in Q2 2021.
  • 300 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.