Hibernia Wealth Partners’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Hibernia Wealth Partners’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	$1.05M	Sell	11,794 -11,233	-49%	-$937K	0.57%	25
2026 Q1	$1.74M	Buy	23,027 +24	+0.1%	+$1.86K	0.51%	25
2025 Q4	$1.72M	Buy	23,003 +13,957	+154%	+$1.04M	0.52%	22
2025 Q3	$673K	Sell	9,046 -8,727	-49%	-$624K	0.43%	26
2025 Q2	$1.21M	Buy	17,773 +8,895	+100%	+$563K	0.39%	26
2025 Q1	$552K	Sell	8,878 -17	-0.2%	-$1.14K	0.39%	24
2024 Q4	$600K	Sell	8,895 -8,106	-48%	-$562K	0.39%	28
2024 Q3	$1.13M	Buy	17,001 +20	+0.1%	+$1.27K	0.34%	35
2024 Q2	$1.04M	Buy	16,981 +8,499	+100%	+$521K	0.36%	29
2024 Q1	$539K	Sell	8,482 -118	-1%	-$7.05K	0.37%	39
2023 Q4	$506K	Sell	8,600 -373	-4%	-$19.6K	0.38%	35
2023 Q3	$464K	Buy	+8,973	New	+$486K	0.36%	36

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

RWM

Reston Wealth Management Reston, Virginia $371M AUM 23.47% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return

FOR

Family Office Research Bethesda, Maryland $267M AUM 27.99% 1-Year Est. Return

AFA

AllGen Financial Advisors Orlando, Florida $458M AUM 16.05% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Hibernia Wealth Partners's SMLF Position: Q2 2026 in Review

Hibernia Wealth Partners reduced its iShares US Small Cap Equity Factor ETF (SMLF) stake by 49% in Q2 2026, selling an estimated $937K and leaving 11,794 shares worth $1.05M. The position accounts for 0.57% of the portfolio, ranked #25.

Hibernia Wealth Partners first reported a position in SMLF in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.74M in Q1 2026. 84 funds tracked by Wall St. Rank hold SMLF as of Q2 2026.

Hibernia Wealth Partners held 11,794 shares of iShares US Small Cap Equity Factor ETF worth $1.05M as of Q2 2026.
Hibernia Wealth Partners sold 11,233 iShares US Small Cap Equity Factor ETF shares in Q2 2026, an estimated $937K.
iShares US Small Cap Equity Factor ETF made up 0.57% of Hibernia Wealth Partners's portfolio in Q2 2026, its #25 holding.
Hibernia Wealth Partners first reported a position in iShares US Small Cap Equity Factor ETF in Q3 2023 and has held it in 12 quarters since.
Hibernia Wealth Partners's iShares US Small Cap Equity Factor ETF position peaked at $1.74M in Q1 2026.
84 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q2 2026.

Based on Hibernia Wealth Partners's 13F filing for Q2 2026, filed 23 Jul 2026.