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Evolve Private Wealth’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Evolve Private Wealth’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 		$13.2M Buy
148,407
+2,155
+1% +$180K 0.81% 20
2026
Q1 		$11M Sell
146,252
-2,809
-2% -$218K 0.59% 25
2025
Q4 		$11.2M Buy
+149,061
New +$11.1M 0.66% 22

Other funds holding SMLF

SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Evolve Private Wealth's SMLF Position: Q2 2026 in Review

Evolve Private Wealth increased its iShares US Small Cap Equity Factor ETF (SMLF) stake by 1.5% in Q2 2026, buying an estimated $180K and bringing the position to 148,407 shares worth $13.2M. The position accounts for 0.81% of the portfolio, ranked #20.

Evolve Private Wealth first reported a position in SMLF in Q4 2025 and has held it in 3 quarters since. 302 funds tracked by Wall St. Rank hold SMLF as of Q2 2026.

  • Evolve Private Wealth held 148,407 shares of iShares US Small Cap Equity Factor ETF worth $13.2M as of Q2 2026.
  • Evolve Private Wealth bought 2,155 iShares US Small Cap Equity Factor ETF shares in Q2 2026, an estimated $180K.
  • iShares US Small Cap Equity Factor ETF made up 0.81% of Evolve Private Wealth's portfolio in Q2 2026, its #20 holding.
  • Evolve Private Wealth first reported a position in iShares US Small Cap Equity Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 302 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q2 2026.

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