Diversify Advisory Services’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.1M Buy
+24,306
New +$2.03M 0.04% 395
2026
Q1
Sell
-15,490
Closed -$1.23M 752
2025
Q4
$1.23M Buy
15,490
+9,436
+156% +$703K 0.04% 342
2025
Q3
$449K Sell
6,054
-2,388
-28% -$171K 0.02% 598
2025
Q2
$596K Buy
+8,442
New +$534K 0.02% 475

Other funds holding SMLF

Diversify Advisory Services's SMLF Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in iShares US Small Cap Equity Factor ETF (SMLF) in Q2 2026: 24,306 shares worth $2.1M. The stake represents 0.04% of the portfolio and ranks #395 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in SMLF as recently as Q4 2025.

Diversify Advisory Services first reported a position in SMLF in Q2 2025 and has held it in 4 quarters since. 301 funds tracked by Wall St. Rank hold SMLF as of Q2 2026.

  • Diversify Advisory Services held 24,306 shares of iShares US Small Cap Equity Factor ETF worth $2.1M as of Q2 2026.
  • iShares US Small Cap Equity Factor ETF was a new Diversify Advisory Services position in Q2 2026.
  • iShares US Small Cap Equity Factor ETF made up 0.04% of Diversify Advisory Services's portfolio in Q2 2026, its #395 holding.
  • Diversify Advisory Services first reported a position in iShares US Small Cap Equity Factor ETF in Q2 2025 and has held it in 4 quarters since.
  • 301 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.