First Foundation Advisors’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

First Foundation 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	$537K	Hold	6,021	–	–	0.02%	237
2026 Q1	$455K	Hold	6,021	–	–	0.02%	252
2025 Q4	$451K	Hold	6,021	–	–	0.02%	244
2025 Q3	$448K	Hold	6,021	–	–	0.02%	244
2025 Q2	$409K	Hold	6,021	–	–	0.02%	258
2025 Q1	$374K	Hold	6,021	–	–	0.02%	250
2024 Q4	$406K	Hold	6,021	–	–	0.02%	247
2024 Q3	$399K	Hold	6,021	–	–	0.02%	256
2024 Q2	$369K	Hold	6,021	–	–	0.01%	258
2024 Q1	$383K	Hold	6,021	–	–	0.02%	256
2023 Q4	$354K	Hold	6,021	–	–	0.02%	266
2023 Q3	$311K	Hold	6,021	–	–	0.01%	322
2023 Q2	$323K	Buy	+6,021	New	+$306K	0.01%	304

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

First Foundation Advisors's SMLF Position: Q2 2026 in Review

First Foundation Advisors held its iShares US Small Cap Equity Factor ETF (SMLF) position steady in Q2 2026 at 6,021 shares worth $537K. The position accounts for 0.02% of the portfolio, ranked #237.

First Foundation Advisors first reported a position in SMLF in Q2 2023 and has held it in 13 quarters since. 300 funds tracked by Wall St. Rank hold SMLF as of Q2 2026.

First Foundation Advisors held 6,021 shares of iShares US Small Cap Equity Factor ETF worth $537K as of Q2 2026.
First Foundation Advisors left its iShares US Small Cap Equity Factor ETF share count unchanged in Q2 2026.
iShares US Small Cap Equity Factor ETF made up 0.02% of First Foundation Advisors's portfolio in Q2 2026, its #237 holding.
First Foundation Advisors first reported a position in iShares US Small Cap Equity Factor ETF in Q2 2023 and has held it in 13 quarters since.
300 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q2 2026.

Based on First Foundation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.