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 Q3	$836K	Buy	+9,999	New	+$872K	0.05%	393
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

Strategic Financial Services Utica, New York $2.27B AUM 12.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.06B AUM 13.82% 1-Year Est. Return

Golden State Equity Partners's SMLF Position: Q3 2026 in Review

Golden State Equity Partners opened a new position in iShares US Small Cap Equity Factor ETF (SMLF) in Q3 2026: 9,999 shares worth $836K. The stake represents 0.05% of the portfolio and ranks #393 among its holdings. This is a return to the name: Golden State Equity Partners previously reported a position in SMLF as recently as Q1 2026.

Golden State Equity Partners first reported a position in SMLF in Q1 2025 and has held it in 6 quarters since. 207 funds tracked by Wall St. Rank hold SMLF as of Q3 2026.

Golden State Equity Partners held 9,999 shares of iShares US Small Cap Equity Factor ETF worth $836K as of Q3 2026.
iShares US Small Cap Equity Factor ETF was a new Golden State Equity Partners position in Q3 2026.
iShares US Small Cap Equity Factor ETF made up 0.05% of Golden State Equity Partners's portfolio in Q3 2026, its #393 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 6 quarters since.
207 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q3 2026.

Based on Golden State Equity Partners's 13F filing for Q3 2026, filed 3 Nov 2026.