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

HighTower 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 		$57.6M Buy
645,667
+54,639
+9% +$4.56M 0.06% 341
2026
Q1 		$44.6M Buy
591,028
+28,885
+5% +$2.24M 0.05% 387
2025
Q4 		$42.1M Buy
562,143
+57,246
+11% +$4.27M 0.05% 400
2025
Q3 		$37.5M Buy
504,897
+489,682
+3,218% +$35M 0.04% 413
2025
Q2 		$1.03M Buy
15,215
+11,636
+325% +$737K ﹤0.01% 1990
2025
Q1 		$222K Buy
3,579
+459
+15% +$30.9K ﹤0.01% 3095
2024
Q4 		$211K Buy
+3,120
New +$216K ﹤0.01% 3160
2023
Q2 		– Sell
-3,942
Closed -$203K – 3667
2023
Q1 		$203K Buy
+3,942
New +$207K ﹤0.01% 2747
2022
Q3 		– Sell
-4,615
Closed -$216K – 3381
2022
Q2 		$216K Buy
+4,615
New +$236K ﹤0.01% 2586

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 $2.49B AUM 10.8% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

HighTower Advisors's SMLF Position: Q2 2026 in Review

HighTower Advisors increased its iShares US Small Cap Equity Factor ETF (SMLF) stake by 9.2% in Q2 2026, buying an estimated $4.56M and bringing the position to 645,667 shares worth $57.6M. The position accounts for 0.06% of the portfolio, ranked #341.

HighTower Advisors first reported a position in SMLF in Q2 2022 and has held it in 9 quarters since. 302 funds tracked by Wall St. Rank hold SMLF as of Q2 2026.

  • HighTower Advisors held 645,667 shares of iShares US Small Cap Equity Factor ETF worth $57.6M as of Q2 2026.
  • HighTower Advisors bought 54,639 iShares US Small Cap Equity Factor ETF shares in Q2 2026, an estimated $4.56M.
  • iShares US Small Cap Equity Factor ETF made up 0.06% of HighTower Advisors's portfolio in Q2 2026, its #341 holding.
  • HighTower Advisors first reported a position in iShares US Small Cap Equity Factor ETF in Q2 2022 and has held it in 9 quarters since.
  • 302 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.