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Independent Advisor Alliance’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Independent Advisor Alliance’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
Q1 		– Sell
-5,438
Closed -$407K – 1656
2025
Q4 		$407K Buy
5,438
+210
+4% +$15.6K 0.01% 709
2025
Q3 		$389K Hold
5,228
– – 0.01% 693
2025
Q2 		$355K Hold
5,228
– – 0.01% 688
2025
Q1 		$325K Buy
+5,228
New +$352K 0.01% 636

Other funds holding SMLF

SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Independent Advisor Alliance's SMLF Position: Q1 2026 in Review

Independent Advisor Alliance sold out of iShares US Small Cap Equity Factor ETF (SMLF) in Q1 2026, closing a stake of 5,438 shares — an estimated $407K sold.

Independent Advisor Alliance first reported a position in SMLF in Q1 2025 and held it in 4 quarters. The position peaked at $407K in Q4 2025. 269 funds tracked by Wall St. Rank hold SMLF as of Q1 2026.

  • Independent Advisor Alliance reported no remaining iShares US Small Cap Equity Factor ETF position as of Q1 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 5,438 iShares US Small Cap Equity Factor ETF shares in Q1 2026, an estimated $407K.
  • Independent Advisor Alliance first reported a position in iShares US Small Cap Equity Factor ETF in Q1 2025 and held it in 4 quarters.
  • Independent Advisor Alliance's iShares US Small Cap Equity Factor ETF position peaked at $407K in Q4 2025.
  • 269 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.