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Fortitude Advisory Group’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Fortitude Advisory Group’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 		– Sell
-3,104
Closed -$277K – 253
2026
Q2 		$277K Buy
+3,104
New +$259K 0.11% 172
2022
Q2 		– Sell
-3,132
Closed -$171K – 1102
2022
Q1 		$171K Hold
3,132
– – 0.09% 230
2021
Q4 		$179K Buy
+3,132
New +$177K 0.09% 220

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
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Cornerstone Planning Group
Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return
Financial Management Professionals
Financial Management Professionals Austin, Texas $1.06B AUM 13.82% 1-Year Est. Return
Pacific Center for Financial Services
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
Family Office Research
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
PTM Wealth Management
PTM Wealth Management North Wales, United States $235M AUM 18.9% 1-Year Est. Return

Fortitude Advisory Group's SMLF Position: Q3 2026 in Review

Fortitude Advisory Group sold out of iShares US Small Cap Equity Factor ETF (SMLF) in Q3 2026, closing a stake of 3,104 shares — an estimated $277K sold.

Fortitude Advisory Group first reported a position in SMLF in Q4 2021 and held it in 3 quarters. The position peaked at $277K in Q2 2026. 102 funds tracked by Wall St. Rank hold SMLF as of Q3 2026.

  • Fortitude Advisory Group reported no remaining iShares US Small Cap Equity Factor ETF position as of Q3 2026 after selling out during the quarter.
  • Fortitude Advisory Group sold 3,104 iShares US Small Cap Equity Factor ETF shares in Q3 2026, an estimated $277K.
  • Fortitude Advisory Group first reported a position in iShares US Small Cap Equity Factor ETF in Q4 2021 and held it in 3 quarters.
  • Fortitude Advisory Group's iShares US Small Cap Equity Factor ETF position peaked at $277K in Q2 2026.
  • 102 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q3 2026.

Based on Fortitude Advisory Group's 13F filing for Q3 2026, filed 15 Oct 2026.