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

Kingsview 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
Q1 		$1.1M Buy
14,529
+727
+5% +$56.5K 0.02% 661
2025
Q4 		$1.03M Sell
13,802
-78
-0.6% -$5.81K 0.01% 626
2025
Q3 		$1.03M Buy
13,880
+705
+5% +$50.4K 0.02% 601
2025
Q2 		$895K Sell
13,175
-1,558
-11% -$98.6K 0.02% 614
2025
Q1 		$916K Sell
14,733
-518
-3% -$34.8K 0.02% 566
2024
Q4 		$1.03M Sell
15,251
-286
-2% -$19.8K 0.02% 534
2024
Q3 		$1.03M Sell
15,537
-584
-4% -$37.1K 0.02% 520
2024
Q2 		$987K Sell
16,121
-43,641
-73% -$2.68M 0.02% 511
2024
Q1 		$3.8M Buy
59,762
+19,669
+49% +$1.17M 0.1% 203
2023
Q4 		$2.36M Buy
40,093
+21,351
+114% +$1.12M 0.07% 242
2023
Q3 		$970K Buy
18,742
+747
+4% +$40.5K 0.03% 444
2023
Q2 		$965K Buy
17,995
+2,603
+17% +$132K 0.04% 419
2023
Q1 		$789K Buy
15,392
+401
+3% +$21K 0.03% 455
2022
Q4 		$744K Buy
14,991
+9,618
+179% +$479K 0.03% 410
2022
Q3 		$240K Buy
+5,373
New +$266K 0.01% 704

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 $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $1.9T AUM 41.92% 1-Year Est. Return

Kingsview Wealth Management's SMLF Position: Q1 2026 in Review

Kingsview Wealth Management increased its iShares US Small Cap Equity Factor ETF (SMLF) stake by 5.3% in Q1 2026, buying an estimated $56.5K and bringing the position to 14,529 shares worth $1.1M. The position accounts for 0.02% of the portfolio, ranked #661.

Kingsview Wealth Management first reported a position in SMLF in Q3 2022 and has held it in 15 quarters since. The position peaked at $3.8M in Q1 2024. 269 funds tracked by Wall St. Rank hold SMLF as of Q1 2026.

  • Kingsview Wealth Management held 14,529 shares of iShares US Small Cap Equity Factor ETF worth $1.1M as of Q1 2026.
  • Kingsview Wealth Management bought 727 iShares US Small Cap Equity Factor ETF shares in Q1 2026, an estimated $56.5K.
  • iShares US Small Cap Equity Factor ETF made up 0.02% of Kingsview Wealth Management's portfolio in Q1 2026, its #661 holding.
  • Kingsview Wealth Management first reported a position in iShares US Small Cap Equity Factor ETF in Q3 2022 and has held it in 15 quarters since.
  • Kingsview Wealth Management's iShares US Small Cap Equity Factor ETF position peaked at $3.8M in Q1 2024.
  • 269 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.