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Edge Financial Advisors’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Edge Financial Advisors’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
2025
Q4 		$205K Buy
2,731
+8
+0.3% +$596 0.09% 129
2025
Q3 		$202K Buy
+2,723
New +$195K 0.09% 133
2025
Q2 		– Sell
-4,338
Closed -$270K – 127
2025
Q1 		$270K Buy
4,338
+12
+0.3% +$807 0.17% 83
2024
Q4 		$292K Sell
4,326
-160
-4% -$11.1K 0.26% 73
2024
Q3 		$298K Buy
+4,486
New +$285K 0.26% 74
2024
Q2 		– Sell
-5,072
Closed -$322K – 128
2024
Q1 		$322K Buy
+5,072
New +$303K 0.28% 93

Other funds holding SMLF

SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Edge Financial Advisors's SMLF Position: Q4 2025 in Review

Edge Financial Advisors increased its iShares US Small Cap Equity Factor ETF (SMLF) stake by 0.29% in Q4 2025, buying an estimated $596 and bringing the position to 2,731 shares worth $205K. The position accounts for 0.09% of the portfolio, ranked #129.

Edge Financial Advisors first reported a position in SMLF in Q1 2024 and has held it in 6 quarters since. The position peaked at $322K in Q1 2024. 264 funds tracked by Wall St. Rank hold SMLF as of Q4 2025.

  • Edge Financial Advisors held 2,731 shares of iShares US Small Cap Equity Factor ETF worth $205K as of Q4 2025.
  • Edge Financial Advisors bought 8 iShares US Small Cap Equity Factor ETF shares in Q4 2025, an estimated $596.
  • iShares US Small Cap Equity Factor ETF made up 0.09% of Edge Financial Advisors's portfolio in Q4 2025, its #129 holding.
  • Edge Financial Advisors first reported a position in iShares US Small Cap Equity Factor ETF in Q1 2024 and has held it in 6 quarters since.
  • Edge Financial Advisors's iShares US Small Cap Equity Factor ETF position peaked at $322K in Q1 2024.
  • 264 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q4 2025.

Based on Edge Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.