Empirical Asset Management’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Empirical Asset Management’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	$2.14M	Buy	24,056 +530	+2%	+$44.2K	0.48%	47
2026 Q1	$1.78M	Sell	23,526 -1,863	-7%	-$145K	0.47%	42
2025 Q4	$1.9M	Buy	25,389 +2,890	+13%	+$215K	0.54%	36
2025 Q3	$1.67M	Buy	22,499 +3,614	+19%	+$259K	0.46%	45
2025 Q2	$1.28M	Buy	18,885 +198	+1%	+$12.5K	0.4%	62
2025 Q1	$1.16M	Buy	18,687 +116	+0.6%	+$7.8K	0.4%	64
2024 Q4	$1.25M	Sell	18,571 -1,215	-6%	-$84.2K	0.42%	60
2024 Q3	$1.31M	Buy	19,786 +12,349	+166%	+$785K	0.47%	57
2024 Q2	$455K	Buy	+7,437	New	+$456K	0.17%	177

Other funds holding SMLF

SFS

Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Empirical Asset Management's SMLF Position: Q2 2026 in Review

Empirical Asset Management increased its iShares US Small Cap Equity Factor ETF (SMLF) stake by 2.3% in Q2 2026, buying an estimated $44.2K and bringing the position to 24,056 shares worth $2.14M. The position accounts for 0.48% of the portfolio, ranked #47.

Empirical Asset Management first reported a position in SMLF in Q2 2024 and has held it in 9 quarters since. 301 funds tracked by Wall St. Rank hold SMLF as of Q2 2026.

Empirical Asset Management held 24,056 shares of iShares US Small Cap Equity Factor ETF worth $2.14M as of Q2 2026.
Empirical Asset Management bought 530 iShares US Small Cap Equity Factor ETF shares in Q2 2026, an estimated $44.2K.
iShares US Small Cap Equity Factor ETF made up 0.48% of Empirical Asset Management's portfolio in Q2 2026, its #47 holding.
Empirical Asset Management first reported a position in iShares US Small Cap Equity Factor ETF in Q2 2024 and has held it in 9 quarters since.
301 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q2 2026.

Based on Empirical Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.