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

Diversify Advisory Services’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 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

SFS

Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

ACM

Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Diversify Advisory Services's SMLF Position: Q1 2026 in Review

Diversify Advisory Services sold out of iShares US Small Cap Equity Factor ETF (SMLF) in Q1 2026, closing a stake of 15,490 shares — an estimated $1.23M sold.

Diversify Advisory Services first reported a position in SMLF in Q2 2025 and held it in 3 quarters. The position peaked at $1.23M in Q4 2025. 269 funds tracked by Wall St. Rank hold SMLF as of Q1 2026.

Diversify Advisory Services reported no remaining iShares US Small Cap Equity Factor ETF position as of Q1 2026 after selling out during the quarter.
Diversify Advisory Services sold 15,490 iShares US Small Cap Equity Factor ETF shares in Q1 2026, an estimated $1.23M.
Diversify Advisory Services first reported a position in iShares US Small Cap Equity Factor ETF in Q2 2025 and held it in 3 quarters.
Diversify Advisory Services's iShares US Small Cap Equity Factor ETF position peaked at $1.23M in Q4 2025.
269 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.