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

IFP 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	$6.42K	Sell	72 -27	-27%	-$2.25K	﹤0.01%	3631
2026 Q1	$7.47K	Sell	99 -334	-77%	-$25.9K	﹤0.01%	3306
2025 Q4	$32.4K	Buy	433 +362	+510%	+$27K	﹤0.01%	2444
2025 Q3	$5.28K	Hold	71	–	–	﹤0.01%	3216
2025 Q2	$4.84K	Hold	71	–	–	﹤0.01%	3412
2025 Q1	$4.41K	Hold	71	–	–	﹤0.01%	2893
2024 Q4	$4.78K	Buy	71 +1	+1%	+$69	﹤0.01%	2810
2024 Q3	$4.67K	Hold	70	–	–	﹤0.01%	2688
2024 Q2	$4.3K	Buy	+70	New	+$4.29K	﹤0.01%	2616
2019 Q1	$6K	Sell	140 -364	-72%	-$14.4K	﹤0.01%	1801
2018 Q4	$18K	Hold	504	–	–	﹤0.01%	2200
2018 Q3	$22K	Buy	504 +6	+1%	+$262	﹤0.01%	2415
2018 Q2	$21K	Sell	498 -4,599	-90%	-$189K	﹤0.01%	2439
2018 Q1	$201K	Hold	5,097	–	–	0.01%	989
2017 Q4	$201K	Sell	5,097 -667	-12%	-$26K	0.01%	992
2017 Q3	$220K	Buy	5,764 +5,654	+5,140%	+$206K	0.01%	1089
2017 Q2	$4K	Buy	+110	New	+$3.94K	﹤0.01%	3532
2016 Q2	–	Sell	-140	Closed	-$6K	–	4051
2016 Q1	$6K	Buy	+140	New	+$3.89K	﹤0.01%	1795

Other funds holding SMLF

SFS

Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return

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

IFP Advisors's SMLF Position: Q2 2026 in Review

IFP Advisors reduced its iShares US Small Cap Equity Factor ETF (SMLF) stake by 27% in Q2 2026, selling an estimated $2.25K and leaving 72 shares worth $6.42K. The position accounts for ﹤0.01% of the portfolio, ranked #3631.

IFP Advisors first reported a position in SMLF in Q1 2016 and has held it in 18 quarters since. The position peaked at $220K in Q3 2017. 301 funds tracked by Wall St. Rank hold SMLF as of Q2 2026.

IFP Advisors held 72 shares of iShares US Small Cap Equity Factor ETF worth $6.42K as of Q2 2026.
IFP Advisors sold 27 iShares US Small Cap Equity Factor ETF shares in Q2 2026, an estimated $2.25K.
iShares US Small Cap Equity Factor ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3631 holding.
IFP Advisors first reported a position in iShares US Small Cap Equity Factor ETF in Q1 2016 and has held it in 18 quarters since.
IFP Advisors's iShares US Small Cap Equity Factor ETF position peaked at $220K in Q3 2017.
301 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.