Focus Financial Network
SMLF icon

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
Q3 		$253K Buy
3,029
+526
+21% +$45.9K 0.01% 667
2026
Q2 		$223K Buy
+2,503
New +$209K 0.01% 707

Other funds holding SMLF

Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Cornerstone Planning Group
Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return
PCFFS
Pacific Center for Financial Services San Ramon, California $477M AUM 12.74% 1-Year Est. Return
YHB Investment Advisors
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
FOR
Family Office Research Bethesda, Maryland $260M AUM 20.53% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
WC
Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return
Redhawk Wealth Advisors
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return
Wealth Enhancement Trust Services
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

Focus Financial Network's SMLF Position: Q3 2026 in Review

Focus Financial Network increased its iShares US Small Cap Equity Factor ETF (SMLF) stake by 21% in Q3 2026, buying an estimated $45.9K and bringing the position to 3,029 shares worth $253K. The position accounts for 0.01% of the portfolio, ranked #667.

Focus Financial Network first reported a position in SMLF in Q2 2026 and has held it in 2 quarters since. 55 funds tracked by Wall St. Rank hold SMLF as of Q3 2026.

  • Focus Financial Network held 3,029 shares of iShares US Small Cap Equity Factor ETF worth $253K as of Q3 2026.
  • Focus Financial Network bought 526 iShares US Small Cap Equity Factor ETF shares in Q3 2026, an estimated $45.9K.
  • iShares US Small Cap Equity Factor ETF made up 0.01% of Focus Financial Network's portfolio in Q3 2026, its #667 holding.
  • Focus Financial Network first reported a position in iShares US Small Cap Equity Factor ETF in Q2 2026 and has held it in 2 quarters since.
  • 55 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q3 2026.

Based on Focus Financial Network's 13F filing for Q3 2026, filed 14 Oct 2026.