GSC
SMLF icon

Ground Swell Capital’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Ground Swell Capital’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 		– Sell
-5,506
Closed -$342K – 252
2025
Q1 		$342K Buy
+5,506
New +$370K 0.74% 42
2023
Q3 		– Sell
-4,039
Closed -$217K – 109
2023
Q2 		$217K Buy
+4,039
New +$206K 0.52% 19

Other funds holding SMLF

SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 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
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 $1.1B AUM 21.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

Ground Swell Capital's SMLF Position: Q2 2025 in Review

Ground Swell Capital sold out of iShares US Small Cap Equity Factor ETF (SMLF) in Q2 2025, closing a stake of 5,506 shares — an estimated $342K sold.

Ground Swell Capital first reported a position in SMLF in Q2 2023 and held it in 2 quarters. The position peaked at $342K in Q1 2025. 215 funds tracked by Wall St. Rank hold SMLF as of Q2 2025.

  • Ground Swell Capital reported no remaining iShares US Small Cap Equity Factor ETF position as of Q2 2025 after selling out during the quarter.
  • Ground Swell Capital sold 5,506 iShares US Small Cap Equity Factor ETF shares in Q2 2025, an estimated $342K.
  • Ground Swell Capital first reported a position in iShares US Small Cap Equity Factor ETF in Q2 2023 and held it in 2 quarters.
  • Ground Swell Capital's iShares US Small Cap Equity Factor ETF position peaked at $342K in Q1 2025.
  • 215 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q2 2025.

Based on Ground Swell Capital's 13F filing for Q2 2025, filed 31 Jul 2025.