James T. Borello’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

James T. Borello’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 Q3	$86.5K	Hold	1,035	–	–	0.02%	189
2026 Q2	$92.3K	Hold	1,035	–	–	0.02%	175
2026 Q1	$78.1K	Hold	1,035	–	–	0.02%	177
2025 Q4	$77.5K	Hold	1,035	–	–	0.02%	150
2025 Q3	$77K	Hold	1,035	–	–	0.02%	137
2025 Q2	$70.3K	Buy	+1,035	New	+$65.5K	0.02%	129

Other funds holding SMLF

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.06B AUM 13.82% 1-Year Est. Return

Pacific Center for Financial Services San Ramon, California $477M AUM 12.74% 1-Year Est. Return

Fox Financial Wyomissing, Pennsylvania $140M AUM 18.32% 1-Year Est. Return

Reston Wealth Management Reston, Virginia $369M AUM 15% 1-Year Est. Return

Integrity Alliance Urbandale, Iowa $3.28B AUM 15.79% 1-Year Est. Return

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

James T. Borello's SMLF Position: Q3 2026 in Review

James T. Borello held its iShares US Small Cap Equity Factor ETF (SMLF) position steady in Q3 2026 at 1,035 shares worth $86.5K. The position accounts for 0.02% of the portfolio, ranked #189.

James T. Borello first reported a position in SMLF in Q2 2025 and has held it in 6 quarters since. The position peaked at $92.3K in Q2 2026. 117 funds tracked by Wall St. Rank hold SMLF as of Q3 2026.

James T. Borello held 1,035 shares of iShares US Small Cap Equity Factor ETF worth $86.5K as of Q3 2026.
James T. Borello left its iShares US Small Cap Equity Factor ETF share count unchanged in Q3 2026.
iShares US Small Cap Equity Factor ETF made up 0.02% of James T. Borello's portfolio in Q3 2026, its #189 holding.
James T. Borello first reported a position in iShares US Small Cap Equity Factor ETF in Q2 2025 and has held it in 6 quarters since.
James T. Borello's iShares US Small Cap Equity Factor ETF position peaked at $92.3K in Q2 2026.
117 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.