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HFM Investment Advisors’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

HFM Investment 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 		$6.34K Sell
72
-16
-18% -$1.33K ﹤0.01% 161
2026
Q1 		$6.7K Sell
88
-75
-46% -$5.83K ﹤0.01% 142
2025
Q4 		$12.2K Sell
163
-7
-4% -$522 ﹤0.01% 112
2025
Q3 		$12.6K Sell
170
-46
-21% -$3.29K 0.01% 75
2025
Q2 		$14.7K Buy
216
+48
+29% +$3.04K 0.01% 73
2025
Q1 		$10.4K Buy
+168
New +$11.3K 0.01% 78

Other funds holding SMLF

SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
ACM
Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VA
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

HFM Investment Advisors's SMLF Position: Q2 2026 in Review

HFM Investment Advisors reduced its iShares US Small Cap Equity Factor ETF (SMLF) stake by 18% in Q2 2026, selling an estimated $1.33K and leaving 72 shares worth $6.34K. The position accounts for ﹤0.01% of the portfolio, ranked #161.

HFM Investment Advisors first reported a position in SMLF in Q1 2025 and has held it in 6 quarters since. The position peaked at $14.7K in Q2 2025. 300 funds tracked by Wall St. Rank hold SMLF as of Q2 2026.

  • HFM Investment Advisors held 72 shares of iShares US Small Cap Equity Factor ETF worth $6.34K as of Q2 2026.
  • HFM Investment Advisors sold 16 iShares US Small Cap Equity Factor ETF shares in Q2 2026, an estimated $1.33K.
  • iShares US Small Cap Equity Factor ETF made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #161 holding.
  • HFM Investment Advisors first reported a position in iShares US Small Cap Equity Factor ETF in Q1 2025 and has held it in 6 quarters since.
  • HFM Investment Advisors's iShares US Small Cap Equity Factor ETF position peaked at $14.7K in Q2 2025.
  • 300 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.