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Golden State Equity Partners’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Golden State Equity 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 		– Sell
-6,172
Closed -$466K – 1533
2026
Q1 		$466K Sell
6,172
-418
-6% -$32.5K 0.04% 471
2025
Q4 		$492K Buy
6,590
+236
+4% +$17.6K 0.08% 284
2025
Q3 		$472K Buy
6,354
+66
+1% +$4.72K 0.08% 267
2025
Q2 		$427K Buy
6,288
+129
+2% +$8.17K 0.08% 272
2025
Q1 		$383K Buy
+6,159
New +$414K 0.08% 292

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

Golden State Equity Partners's SMLF Position: Q2 2026 in Review

Golden State Equity Partners sold out of iShares US Small Cap Equity Factor ETF (SMLF) in Q2 2026, closing a stake of 6,172 shares — an estimated $466K sold.

Golden State Equity Partners first reported a position in SMLF in Q1 2025 and held it in 5 quarters. The position peaked at $492K in Q4 2025. 301 funds tracked by Wall St. Rank hold SMLF as of Q2 2026.

  • Golden State Equity Partners reported no remaining iShares US Small Cap Equity Factor ETF position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 6,172 iShares US Small Cap Equity Factor ETF shares in Q2 2026, an estimated $466K.
  • Golden State Equity Partners first reported a position in iShares US Small Cap Equity Factor ETF in Q1 2025 and held it in 5 quarters.
  • Golden State Equity Partners's iShares US Small Cap Equity Factor ETF position peaked at $492K in Q4 2025.
  • 301 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.