Family Office Research’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Family Office Research’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	$18.3M	Sell	205,028 -388	-0.2%	-$32.4K	6.86%	3
2026 Q1	$15.5M	Buy	205,416 +2,337	+1%	+$182K	6.74%	3
2025 Q4	$15.4M	Buy	203,079 +2,429	+1%	+$181K	6.3%	3
2025 Q3	$14.9M	Sell	200,650 -862	-0.4%	-$61.7K	6.52%	4
2025 Q2	$13.7M	Buy	201,512 +7,571	+4%	+$479K	6.48%	3
2025 Q1	$12.1M	Sell	193,941 -9,056	-4%	-$609K	5.87%	5
2024 Q4	$13.7M	Buy	+202,997	New	+$14.1M	6.01%	4

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

Family Office Research's SMLF Position: Q2 2026 in Review

Family Office Research reduced its iShares US Small Cap Equity Factor ETF (SMLF) stake by 0.19% in Q2 2026, selling an estimated $32.4K and leaving 205,028 shares worth $18.3M. The position accounts for 6.86% of the portfolio, ranked #3.

Family Office Research first reported a position in SMLF in Q4 2024 and has held it in 7 quarters since. 300 funds tracked by Wall St. Rank hold SMLF as of Q2 2026.

Family Office Research held 205,028 shares of iShares US Small Cap Equity Factor ETF worth $18.3M as of Q2 2026.
Family Office Research sold 388 iShares US Small Cap Equity Factor ETF shares in Q2 2026, an estimated $32.4K.
iShares US Small Cap Equity Factor ETF made up 6.86% of Family Office Research's portfolio in Q2 2026, its #3 holding.
Family Office Research first reported a position in iShares US Small Cap Equity Factor ETF in Q4 2024 and has held it in 7 quarters since.
300 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q2 2026.

Based on Family Office Research's 13F filing for Q2 2026, filed 27 Jul 2026.