IFG Advisory’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$423K Buy
5,061
+302
+6% +$26.4K 0.01% 669
2026
Q2
$424K Buy
+4,759
New +$397K 0.01% 656
2026
Q1
– Sell
-3,890
Closed -$291K – 785
2025
Q4
$291K Buy
3,890
+676
+21% +$50.4K 0.01% 646
2025
Q3
$239K Buy
+3,214
New +$230K 0.01% 697

Other funds holding SMLF

IFG Advisory's SMLF Position: Q3 2026 in Review

IFG Advisory increased its iShares US Small Cap Equity Factor ETF (SMLF) stake by 6.3% in Q3 2026, buying an estimated $26.4K and bringing the position to 5,061 shares worth $423K. The position accounts for 0.01% of the portfolio, ranked #669.

IFG Advisory first reported a position in SMLF in Q3 2025 and has held it in 4 quarters since. The position peaked at $424K in Q2 2026. 185 funds tracked by Wall St. Rank hold SMLF as of Q3 2026.

  • IFG Advisory held 5,061 shares of iShares US Small Cap Equity Factor ETF worth $423K as of Q3 2026.
  • IFG Advisory bought 302 iShares US Small Cap Equity Factor ETF shares in Q3 2026, an estimated $26.4K.
  • iShares US Small Cap Equity Factor ETF made up 0.01% of IFG Advisory's portfolio in Q3 2026, its #669 holding.
  • IFG Advisory first reported a position in iShares US Small Cap Equity Factor ETF in Q3 2025 and has held it in 4 quarters since.
  • IFG Advisory's iShares US Small Cap Equity Factor ETF position peaked at $424K in Q2 2026.
  • 185 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q3 2026.

Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.