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Global Retirement Partners’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Global Retirement Partners’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 		$1.02M Buy
+11,420
New +$952K 0.02% 745
2025
Q4 		$882K Sell
11,774
-124
-1% -$9.24K 0.02% 708
2025
Q3 		$885K Buy
11,898
+1,148
+11% +$82.1K 0.02% 579
2025
Q2 		$730K Buy
+10,750
New +$680K 0.02% 595

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

Global Retirement Partners's SMLF Position: Q2 2026 in Review

Global Retirement Partners opened a new position in iShares US Small Cap Equity Factor ETF (SMLF) in Q2 2026: 11,420 shares worth $1.02M. The stake represents 0.02% of the portfolio and ranks #745 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in SMLF as recently as Q4 2025.

Global Retirement Partners first reported a position in SMLF in Q2 2025 and has held it in 4 quarters since. 301 funds tracked by Wall St. Rank hold SMLF as of Q2 2026.

  • Global Retirement Partners held 11,420 shares of iShares US Small Cap Equity Factor ETF worth $1.02M as of Q2 2026.
  • iShares US Small Cap Equity Factor ETF was a new Global Retirement Partners position in Q2 2026.
  • iShares US Small Cap Equity Factor ETF made up 0.02% of Global Retirement Partners's portfolio in Q2 2026, its #745 holding.
  • Global Retirement Partners first reported a position in iShares US Small Cap Equity Factor ETF in Q2 2025 and has held it in 4 quarters since.
  • 301 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.