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Glass Jacobson Investment Advisors’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Glass Jacobson Investment Advisors’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 		$7.46K Buy
84
+1
+1% +$83 ﹤0.01% 488
2026
Q1 		$6.3K Hold
83
– – ﹤0.01% 487
2025
Q4 		$6.24K Buy
+83
New +$6.18K ﹤0.01% 480

Other funds holding SMLF

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

Glass Jacobson Investment Advisors's SMLF Position: Q2 2026 in Review

Glass Jacobson Investment Advisors increased its iShares US Small Cap Equity Factor ETF (SMLF) stake by 1.2% in Q2 2026, buying an estimated $83 and bringing the position to 84 shares worth $7.46K. The position accounts for ﹤0.01% of the portfolio, ranked #488.

Glass Jacobson Investment Advisors first reported a position in SMLF in Q4 2025 and has held it in 3 quarters since. 239 funds tracked by Wall St. Rank hold SMLF as of Q2 2026.

  • Glass Jacobson Investment Advisors held 84 shares of iShares US Small Cap Equity Factor ETF worth $7.46K as of Q2 2026.
  • Glass Jacobson Investment Advisors 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 Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #488 holding.
  • Glass Jacobson Investment Advisors first reported a position in iShares US Small Cap Equity Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 239 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.