JGP Wealth Management’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

JGP Wealth Management’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	$362K	Buy	4,331 +705	+19%	+$61.5K	0.03%	180
2026 Q2	$323K	Buy	3,626 +113	+3%	+$9.42K	0.03%	184
2026 Q1	$265K	Sell	3,513 -491	-12%	-$38.1K	0.03%	193
2025 Q4	$300K	Buy	4,004 +1,063	+36%	+$79.2K	0.03%	187
2025 Q3	$220K	Buy	+2,941	New	+$210K	0.02%	195

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

JGP Wealth Management's SMLF Position: Q3 2026 in Review

JGP Wealth Management increased its iShares US Small Cap Equity Factor ETF (SMLF) stake by 19% in Q3 2026, buying an estimated $61.5K and bringing the position to 4,331 shares worth $362K. The position accounts for 0.03% of the portfolio, ranked #180.

JGP Wealth Management first reported a position in SMLF in Q3 2025 and has held it in 5 quarters since. 115 funds tracked by Wall St. Rank hold SMLF as of Q3 2026.

JGP Wealth Management held 4,331 shares of iShares US Small Cap Equity Factor ETF worth $362K as of Q3 2026.
JGP Wealth Management bought 705 iShares US Small Cap Equity Factor ETF shares in Q3 2026, an estimated $61.5K.
iShares US Small Cap Equity Factor ETF made up 0.03% of JGP Wealth Management's portfolio in Q3 2026, its #180 holding.
JGP Wealth Management first reported a position in iShares US Small Cap Equity Factor ETF in Q3 2025 and has held it in 5 quarters since.
115 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q3 2026.

Based on JGP Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.