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Financial Network Wealth Management’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Financial Network Wealth Management’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
2025
Q1 		$35K Buy
+566
New +$38.1K 0.01% 263

Other funds holding SMLF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Financial Network Wealth Management's SMLF Position: Q1 2025 in Review

Financial Network Wealth Management opened a new position in iShares US Small Cap Equity Factor ETF (SMLF) in Q1 2025: 566 shares worth $35K. The stake represents 0.01% of the portfolio and ranks #263 among its holdings.

193 funds tracked by Wall St. Rank hold SMLF as of Q1 2025.

  • Financial Network Wealth Management held 566 shares of iShares US Small Cap Equity Factor ETF worth $35K as of Q1 2025.
  • iShares US Small Cap Equity Factor ETF was a new Financial Network Wealth Management position in Q1 2025.
  • iShares US Small Cap Equity Factor ETF made up 0.01% of Financial Network Wealth Management's portfolio in Q1 2025, its #263 holding.
  • 193 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q1 2025.

Based on Financial Network Wealth Management's 13F filing for Q1 2025, filed 29 Apr 2025.