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Farther Finance Advisors’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Farther Finance 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 		$5.3M Sell
59,407
-6,087
-9% -$508K 0.04% 386
2026
Q1 		$4.98M Sell
65,494
-3,382
-5% -$263K 0.05% 347
2025
Q4 		$5.16M Buy
68,876
+16,638
+32% +$1.24M 0.06% 302
2025
Q3 		$3.88M Buy
52,238
+42,421
+432% +$3.03M 0.06% 277
2025
Q2 		$667K Buy
9,817
+2,735
+39% +$173K 0.01% 770
2025
Q1 		$442K Sell
7,082
-1
-0% -$67 0.01% 837
2024
Q4 		$478K Buy
7,083
+1,227
+21% +$85K 0.02% 607
2024
Q3 		$389K Sell
5,856
-3,293
-36% -$209K 0.01% 695
2024
Q2 		$554K Buy
9,149
+3,799
+71% +$233K 0.03% 448
2024
Q1 		$338K Sell
5,350
-20
-0.4% -$1.2K 0.02% 491
2023
Q4 		$316K Hold
5,370
– – 0.02% 434
2023
Q3 		$278K Sell
5,370
-103
-2% -$5.58K 0.04% 312
2023
Q2 		$293K Buy
5,473
+255
+5% +$13K 0.06% 251
2023
Q1 		$267K Sell
5,218
-699
-12% -$36.7K 0.08% 228
2022
Q4 		$294K Buy
+5,917
New +$295K 0.11% 177

Other funds holding SMLF

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 $2.54B AUM 18.96% 1-Year Est. Return
Cetera Investment Advisers
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

Farther Finance Advisors's SMLF Position: Q2 2026 in Review

Farther Finance Advisors reduced its iShares US Small Cap Equity Factor ETF (SMLF) stake by 9.3% in Q2 2026, selling an estimated $508K and leaving 59,407 shares worth $5.3M. The position accounts for 0.04% of the portfolio, ranked #386.

Farther Finance Advisors first reported a position in SMLF in Q4 2022 and has held it in 15 quarters since. 299 funds tracked by Wall St. Rank hold SMLF as of Q2 2026.

  • Farther Finance Advisors held 59,407 shares of iShares US Small Cap Equity Factor ETF worth $5.3M as of Q2 2026.
  • Farther Finance Advisors sold 6,087 iShares US Small Cap Equity Factor ETF shares in Q2 2026, an estimated $508K.
  • iShares US Small Cap Equity Factor ETF made up 0.04% of Farther Finance Advisors's portfolio in Q2 2026, its #386 holding.
  • Farther Finance Advisors first reported a position in iShares US Small Cap Equity Factor ETF in Q4 2022 and has held it in 15 quarters since.
  • 299 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.