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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
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 $2.1B AUM 19.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Golden State Equity Partners's SMLF Position: Q1 2026 in Review

Golden State Equity Partners reduced its iShares US Small Cap Equity Factor ETF (SMLF) stake by 6.3% in Q1 2026, selling an estimated $32.5K and leaving 6,172 shares worth $466K. The position accounts for 0.04% of the portfolio, ranked #471.

Golden State Equity Partners first reported a position in SMLF in Q1 2025 and has held it in 5 quarters since. The position peaked at $492K in Q4 2025. 269 funds tracked by Wall St. Rank hold SMLF as of Q1 2026.

  • Golden State Equity Partners held 6,172 shares of iShares US Small Cap Equity Factor ETF worth $466K as of Q1 2026.
  • Golden State Equity Partners sold 418 iShares US Small Cap Equity Factor ETF shares in Q1 2026, an estimated $32.5K.
  • iShares US Small Cap Equity Factor ETF made up 0.04% of Golden State Equity Partners's portfolio in Q1 2026, its #471 holding.
  • Golden State Equity Partners first reported a position in iShares US Small Cap Equity Factor ETF in Q1 2025 and has held it in 5 quarters since.
  • Golden State Equity Partners's iShares US Small Cap Equity Factor ETF position peaked at $492K in Q4 2025.
  • 269 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.