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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
Q3 		$4.74M Sell
56,683
-2,724
-5% -$238K 0.03% 450
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

AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
CFG
Cassilly Financial Group Severna Park, Maryland $149M AUM 10.73% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Farther Finance Advisors's SMLF Position: Q3 2026 in Review

Farther Finance Advisors reduced its iShares US Small Cap Equity Factor ETF (SMLF) stake by 4.6% in Q3 2026, selling an estimated $238K and leaving 56,683 shares worth $4.74M. The position accounts for 0.03% of the portfolio, ranked #450.

Farther Finance Advisors first reported a position in SMLF in Q4 2022 and has held it in 16 quarters since. The position peaked at $5.3M in Q2 2026. 11 funds tracked by Wall St. Rank hold SMLF as of Q3 2026.

  • Farther Finance Advisors held 56,683 shares of iShares US Small Cap Equity Factor ETF worth $4.74M as of Q3 2026.
  • Farther Finance Advisors sold 2,724 iShares US Small Cap Equity Factor ETF shares in Q3 2026, an estimated $238K.
  • iShares US Small Cap Equity Factor ETF made up 0.03% of Farther Finance Advisors's portfolio in Q3 2026, its #450 holding.
  • Farther Finance Advisors first reported a position in iShares US Small Cap Equity Factor ETF in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's iShares US Small Cap Equity Factor ETF position peaked at $5.3M in Q2 2026.
  • 11 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.