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Gladstone Institutional Advisory’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Gladstone Institutional Advisory’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 		$355K Buy
3,985
+777
+24% +$64.8K 0.01% 693
2026
Q1 		$242K Buy
+3,208
New +$249K 0.01% 743

Other funds holding SMLF

SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VA
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Gladstone Institutional Advisory's SMLF Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its iShares US Small Cap Equity Factor ETF (SMLF) stake by 24% in Q2 2026, buying an estimated $64.8K and bringing the position to 3,985 shares worth $355K. The position accounts for 0.01% of the portfolio, ranked #693.

Gladstone Institutional Advisory first reported a position in SMLF in Q1 2026 and has held it in 2 quarters since. 300 funds tracked by Wall St. Rank hold SMLF as of Q2 2026.

  • Gladstone Institutional Advisory held 3,985 shares of iShares US Small Cap Equity Factor ETF worth $355K as of Q2 2026.
  • Gladstone Institutional Advisory bought 777 iShares US Small Cap Equity Factor ETF shares in Q2 2026, an estimated $64.8K.
  • iShares US Small Cap Equity Factor ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #693 holding.
  • Gladstone Institutional Advisory first reported a position in iShares US Small Cap Equity Factor ETF in Q1 2026 and has held it in 2 quarters since.
  • 300 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.