HB Wealth Management’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

HB Wealth Management’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	$213K	Buy	+2,390	New	+$199K	﹤0.01%	1569

Other funds holding SMLF

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

ACM

Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

AIM

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

HB Wealth Management's SMLF Position: Q2 2026 in Review

HB Wealth Management opened a new position in iShares US Small Cap Equity Factor ETF (SMLF) in Q2 2026: 2,390 shares worth $213K. The stake represents ﹤0.01% of the portfolio and ranks #1569 among its holdings.

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

HB Wealth Management held 2,390 shares of iShares US Small Cap Equity Factor ETF worth $213K as of Q2 2026.
iShares US Small Cap Equity Factor ETF was a new HB Wealth Management position in Q2 2026.
iShares US Small Cap Equity Factor ETF made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1569 holding.
299 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.