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

Integrity Advisory Solutions’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 		$1.22M Buy
13,708
+1,311
+11% +$109K 0.13% 99
2026
Q1 		$936K Buy
12,397
+1,046
+9% +$81.2K 0.12% 92
2025
Q4 		$850K Buy
11,351
+1,805
+19% +$134K 0.12% 95
2025
Q3 		$710K Buy
+9,546
New +$683K 0.11% 99

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 $2.54B AUM 18.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Integrity Advisory Solutions's SMLF Position: Q2 2026 in Review

Integrity Advisory Solutions increased its iShares US Small Cap Equity Factor ETF (SMLF) stake by 11% in Q2 2026, buying an estimated $109K and bringing the position to 13,708 shares worth $1.22M. The position accounts for 0.13% of the portfolio, ranked #99.

Integrity Advisory Solutions first reported a position in SMLF in Q3 2025 and has held it in 4 quarters since. 300 funds tracked by Wall St. Rank hold SMLF as of Q2 2026.

  • Integrity Advisory Solutions held 13,708 shares of iShares US Small Cap Equity Factor ETF worth $1.22M as of Q2 2026.
  • Integrity Advisory Solutions bought 1,311 iShares US Small Cap Equity Factor ETF shares in Q2 2026, an estimated $109K.
  • iShares US Small Cap Equity Factor ETF made up 0.13% of Integrity Advisory Solutions's portfolio in Q2 2026, its #99 holding.
  • Integrity Advisory Solutions first reported a position in iShares US Small Cap Equity Factor ETF in Q3 2025 and has held it in 4 quarters since.
  • 300 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q2 2026.

Based on Integrity Advisory Solutions's 13F filing for Q2 2026, filed 31 Jul 2026.