GFWA
SMLF icon

Grey Fox Wealth Advisors’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Grey Fox Wealth 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
2026
Q2 		$381K Buy
+4,277
New +$357K 0.06% 117

Other funds holding SMLF

AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $792M AUM
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FWM
FMA Wealth Management Duxbury, Massachusetts $156M AUM 15.22% 1-Year Est. Return
BWCS
Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Grey Fox Wealth Advisors's SMLF Position: Q2 2026 in Review

Grey Fox Wealth Advisors opened a new position in iShares US Small Cap Equity Factor ETF (SMLF) in Q2 2026: 4,277 shares worth $381K. The stake represents 0.06% of the portfolio and ranks #117 among its holdings.

34 funds tracked by Wall St. Rank hold SMLF as of Q2 2026.

  • Grey Fox Wealth Advisors held 4,277 shares of iShares US Small Cap Equity Factor ETF worth $381K as of Q2 2026.
  • iShares US Small Cap Equity Factor ETF was a new Grey Fox Wealth Advisors position in Q2 2026.
  • iShares US Small Cap Equity Factor ETF made up 0.06% of Grey Fox Wealth Advisors's portfolio in Q2 2026, its #117 holding.
  • 34 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q2 2026.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.