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 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

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

RWM

Reston Wealth Management Reston, Virginia $371M AUM 23.47% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return

FOR

Family Office Research Bethesda, Maryland $267M AUM 27.99% 1-Year Est. Return

AFA

AllGen Financial Advisors Orlando, Florida $458M AUM 16.05% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

JGP Wealth Management's SMLF Position: Q2 2026 in Review

JGP Wealth Management increased its iShares US Small Cap Equity Factor ETF (SMLF) stake by 3.2% in Q2 2026, buying an estimated $9.42K and bringing the position to 3,626 shares worth $323K. The position accounts for 0.03% of the portfolio, ranked #184.

JGP Wealth Management first reported a position in SMLF in Q3 2025 and has held it in 4 quarters since. 84 funds tracked by Wall St. Rank hold SMLF as of Q2 2026.

JGP Wealth Management held 3,626 shares of iShares US Small Cap Equity Factor ETF worth $323K as of Q2 2026.
JGP Wealth Management bought 113 iShares US Small Cap Equity Factor ETF shares in Q2 2026, an estimated $9.42K.
iShares US Small Cap Equity Factor ETF made up 0.03% of JGP Wealth Management's portfolio in Q2 2026, its #184 holding.
JGP Wealth Management first reported a position in iShares US Small Cap Equity Factor ETF in Q3 2025 and has held it in 4 quarters since.
84 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.