JMA
SMLF icon

J.M. Arbour’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

J.M. Arbour’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
-7,763
Closed -$581K – 129
2025
Q4 		$581K Buy
+7,763
New +$578K 0.58% 59

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 $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 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

J.M. Arbour's SMLF Position: Q1 2026 in Review

J.M. Arbour sold out of iShares US Small Cap Equity Factor ETF (SMLF) in Q1 2026, closing a stake of 7,763 shares — an estimated $581K sold.

J.M. Arbour first reported a position in SMLF in Q4 2025 and held it in 1 quarter. The position peaked at $581K in Q4 2025. 269 funds tracked by Wall St. Rank hold SMLF as of Q1 2026.

  • J.M. Arbour reported no remaining iShares US Small Cap Equity Factor ETF position as of Q1 2026 after selling out during the quarter.
  • J.M. Arbour sold 7,763 iShares US Small Cap Equity Factor ETF shares in Q1 2026, an estimated $581K.
  • J.M. Arbour first reported a position in iShares US Small Cap Equity Factor ETF in Q4 2025 and held it in 1 quarter.
  • J.M. Arbour's iShares US Small Cap Equity Factor ETF position peaked at $581K in Q4 2025.
  • 269 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q1 2026.

Based on J.M. Arbour's 13F filing for Q1 2026, filed 21 Apr 2026.