Kestra Advisory Services’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Kestra Advisory Services's SMLF Position: Q2 2026 in Review

Kestra Advisory Services increased its iShares US Small Cap Equity Factor ETF (SMLF) stake by 17% in Q2 2026, buying an estimated $1.1M and bringing the position to 92,679 shares worth $8.26M. The position accounts for 0.03% of the portfolio, ranked #589.

Kestra Advisory Services first reported a position in SMLF in Q4 2021 and has held it in 8 quarters since. 302 funds tracked by Wall St. Rank hold SMLF as of Q2 2026.

• Kestra Advisory Services held 92,679 shares of iShares US Small Cap Equity Factor ETF worth $8.26M as of Q2 2026.
• Kestra Advisory Services bought 13,219 iShares US Small Cap Equity Factor ETF shares in Q2 2026, an estimated $1.1M.
• iShares US Small Cap Equity Factor ETF made up 0.03% of Kestra Advisory Services's portfolio in Q2 2026, its #589 holding.
• Kestra Advisory Services first reported a position in iShares US Small Cap Equity Factor ETF in Q4 2021 and has held it in 8 quarters since.
• 302 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.