EP Wealth Advisors’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

EP Wealth 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
2026 Q2	$121K	Buy	+1,360	New	+$113K	﹤0.01%	1633

Other funds holding SMLF

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

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

EP Wealth Advisors's SMLF Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in iShares US Small Cap Equity Factor ETF (SMLF) in Q2 2026: 1,360 shares worth $121K. The stake represents ﹤0.01% of the portfolio and ranks #1633 among its holdings.

299 funds tracked by Wall St. Rank hold SMLF as of Q2 2026.

EP Wealth Advisors held 1,360 shares of iShares US Small Cap Equity Factor ETF worth $121K as of Q2 2026.
iShares US Small Cap Equity Factor ETF was a new EP Wealth Advisors position in Q2 2026.
iShares US Small Cap Equity Factor ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1633 holding.
299 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.