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

Kestra Private Wealth Services’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 		$971K Buy
+10,893
New +$908K 0.01% 916

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
CPG
Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return

Kestra Private Wealth Services's SMLF Position: Q2 2026 in Review

Kestra Private Wealth Services opened a new position in iShares US Small Cap Equity Factor ETF (SMLF) in Q2 2026: 10,893 shares worth $971K. The stake represents 0.01% of the portfolio and ranks #916 among its holdings.

117 funds tracked by Wall St. Rank hold SMLF as of Q2 2026.

  • Kestra Private Wealth Services held 10,893 shares of iShares US Small Cap Equity Factor ETF worth $971K as of Q2 2026.
  • iShares US Small Cap Equity Factor ETF was a new Kestra Private Wealth Services position in Q2 2026.
  • iShares US Small Cap Equity Factor ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #916 holding.
  • 117 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q2 2026.

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