Good Life Advisors’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Good Life 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
2025 Q2	$705K	Sell	10,378 -128	-1%	-$8.1K	0.04%	255
2025 Q1	$653K	Sell	10,506 -1,429	-12%	-$96.1K	0.05%	249
2024 Q4	$806K	Buy	+11,935	New	+$827K	0.06%	217
2019 Q3	–	Sell	-5,562	Closed	-$223K	–	270
2019 Q2	$223K	Sell	5,562 -3,032	-35%	-$122K	0.06%	216
2019 Q1	$344K	Sell	8,594 -19	-0.2%	-$753	0.1%	151
2018 Q4	$309K	Buy	8,613 +2,290	+36%	+$90K	0.1%	157
2018 Q3	$277K	Buy	+6,323	New	+$276K	0.08%	183

Other funds holding SMLF

SFS

Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

UWPG

Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Good Life Advisors's SMLF Position: Q2 2025 in Review

Good Life Advisors reduced its iShares US Small Cap Equity Factor ETF (SMLF) stake by 1.2% in Q2 2025, selling an estimated $8.1K and leaving 10,378 shares worth $705K. The position accounts for 0.04% of the portfolio, ranked #255.

Good Life Advisors first reported a position in SMLF in Q3 2018 and has held it in 7 quarters since. The position peaked at $806K in Q4 2024. 215 funds tracked by Wall St. Rank hold SMLF as of Q2 2025.

Good Life Advisors held 10,378 shares of iShares US Small Cap Equity Factor ETF worth $705K as of Q2 2025.
Good Life Advisors sold 128 iShares US Small Cap Equity Factor ETF shares in Q2 2025, an estimated $8.1K.
iShares US Small Cap Equity Factor ETF made up 0.04% of Good Life Advisors's portfolio in Q2 2025, its #255 holding.
Good Life Advisors first reported a position in iShares US Small Cap Equity Factor ETF in Q3 2018 and has held it in 7 quarters since.
Good Life Advisors's iShares US Small Cap Equity Factor ETF position peaked at $806K in Q4 2024.
215 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q2 2025.

Based on Good Life Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.