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

Focus Financial Network’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	$223K	Buy	+2,503	New	+$209K	0.01%	707

Other funds holding SMLF

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return

Wealth Enhancement Trust Services Sioux Falls, South Dakota $792M AUM

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

FMA Wealth Management Duxbury, Massachusetts $156M AUM 15.22% 1-Year Est. Return

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Focus Financial Network's SMLF Position: Q2 2026 in Review

Focus Financial Network opened a new position in iShares US Small Cap Equity Factor ETF (SMLF) in Q2 2026: 2,503 shares worth $223K. The stake represents 0.01% of the portfolio and ranks #707 among its holdings.

34 funds tracked by Wall St. Rank hold SMLF as of Q2 2026.

Focus Financial Network held 2,503 shares of iShares US Small Cap Equity Factor ETF worth $223K as of Q2 2026.
iShares US Small Cap Equity Factor ETF was a new Focus Financial Network position in Q2 2026.
iShares US Small Cap Equity Factor ETF made up 0.01% of Focus Financial Network's portfolio in Q2 2026, its #707 holding.
34 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.