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John Overdeck’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

John Overdeck’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
-51,600
Closed -$3.86M – 4901
2025
Q4 		$3.86M Buy
+51,600
New +$3.84M 0.01% 1932
2024
Q1 		– Sell
-5,400
Closed -$318K – 3362
2023
Q4 		$318K Buy
+5,400
New +$284K ﹤0.01% 2673

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 $617B AUM 30.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 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 $1.55T AUM 33.47% 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 $2.3T AUM 54.33% 1-Year Est. Return

John Overdeck's SMLF Position: Q1 2026 in Review

John Overdeck sold out of iShares US Small Cap Equity Factor ETF (SMLF) in Q1 2026, closing a stake of 51,600 shares — an estimated $3.86M sold.

John Overdeck first reported a position in SMLF in Q4 2023 and held it in 2 quarters. The position peaked at $3.86M in Q4 2025. 269 funds tracked by Wall St. Rank hold SMLF as of Q1 2026.

  • John Overdeck reported no remaining iShares US Small Cap Equity Factor ETF position as of Q1 2026 after selling out during the quarter.
  • John Overdeck sold 51,600 iShares US Small Cap Equity Factor ETF shares in Q1 2026, an estimated $3.86M.
  • John Overdeck first reported a position in iShares US Small Cap Equity Factor ETF in Q4 2023 and held it in 2 quarters.
  • John Overdeck's iShares US Small Cap Equity Factor ETF position peaked at $3.86M in Q4 2025.
  • 269 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q1 2026.

Based on Two Sigma Investments's 13F filing for Q1 2026, filed 15 May 2026.