Founders Financial Alliance’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Founders Financial Alliance’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	$45K	Buy	504 +1	+0.2%	+$83	0.01%	569
2026 Q1	$38K	Buy	503 +1	+0.2%	+$78	0.01%	534
2025 Q4	$37.6K	Sell	502 -199	-28%	-$14.8K	0.01%	446
2025 Q3	$52.1K	Buy	701 +1	+0.1%	+$72	0.01%	495
2025 Q2	$47.6K	Buy	700 +2	+0.3%	+$127	0.01%	392
2025 Q1	$43.4K	Buy	698 +1	+0.1%	+$67	0.01%	456
2024 Q4	$47K	Buy	697 +2	+0.3%	+$139	0.01%	385
2024 Q3	$46.1K	Buy	695 +203	+41%	+$12.9K	0.01%	396
2024 Q2	$30.1K	Buy	492 +2	+0.4%	+$123	0.01%	408
2024 Q1	$31.2K	Buy	490 +1	+0.2%	+$60	0.01%	411
2023 Q4	$28.8K	Buy	489 +2	+0.4%	+$105	0.01%	376
2023 Q3	$25.2K	Hold	487	–	–	0.01%	369
2023 Q2	$26.1K	Buy	487 +2	+0.4%	+$102	0.01%	394
2023 Q1	$24.8K	Buy	485 +2	+0.4%	+$105	0.01%	360
2022 Q4	$24K	Buy	483 +2	+0.4%	+$100	0.01%	384
2022 Q3	$22K	Buy	481 +2	+0.4%	+$99	0.01%	381
2022 Q2	$22K	Buy	479 +2	+0.4%	+$102	0.01%	400
2022 Q1	$26K	Hold	477	–	–	0.01%	357
2021 Q4	$27K	Buy	477 +3	+0.6%	+$170	0.01%	392
2021 Q3	$25K	Buy	+474	New	+$25.9K	0.01%	367

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

Founders Financial Alliance's SMLF Position: Q2 2026 in Review

Founders Financial Alliance increased its iShares US Small Cap Equity Factor ETF (SMLF) stake by 0.2% in Q2 2026, buying an estimated $83 and bringing the position to 504 shares worth $45K. The position accounts for 0.01% of the portfolio, ranked #569.

Founders Financial Alliance first reported a position in SMLF in Q3 2021 and has held it in 20 quarters since. The position peaked at $52.1K in Q3 2025. 300 funds tracked by Wall St. Rank hold SMLF as of Q2 2026.

Founders Financial Alliance held 504 shares of iShares US Small Cap Equity Factor ETF worth $45K as of Q2 2026.
Founders Financial Alliance bought 1 iShares US Small Cap Equity Factor ETF share in Q2 2026, an estimated $83.
iShares US Small Cap Equity Factor ETF made up 0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #569 holding.
Founders Financial Alliance first reported a position in iShares US Small Cap Equity Factor ETF in Q3 2021 and has held it in 20 quarters since.
Founders Financial Alliance's iShares US Small Cap Equity Factor ETF position peaked at $52.1K in Q3 2025.
300 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.