KWM
SMLF icon

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
Q2 		$1.31M Buy
14,687
+158
+1% +$13.2K 0.02% 672
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 $2.28B AUM 22.9% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Kingsview Wealth Management increased its iShares US Small Cap Equity Factor ETF (SMLF) stake by 1.1% in Q2 2026, buying an estimated $13.2K and bringing the position to 14,687 shares worth $1.31M. The position accounts for 0.02% of the portfolio, ranked #672.

Kingsview Wealth Management first reported a position in SMLF in Q3 2022 and has held it in 16 quarters since. The position peaked at $3.8M in Q1 2024. 301 funds tracked by Wall St. Rank hold SMLF as of Q2 2026.

  • Kingsview Wealth Management held 14,687 shares of iShares US Small Cap Equity Factor ETF worth $1.31M as of Q2 2026.
  • Kingsview Wealth Management bought 158 iShares US Small Cap Equity Factor ETF shares in Q2 2026, an estimated $13.2K.
  • iShares US Small Cap Equity Factor ETF made up 0.02% of Kingsview Wealth Management's portfolio in Q2 2026, its #672 holding.
  • Kingsview Wealth Management first reported a position in iShares US Small Cap Equity Factor ETF in Q3 2022 and has held it in 16 quarters since.
  • Kingsview Wealth Management's iShares US Small Cap Equity Factor ETF position peaked at $3.8M in Q1 2024.
  • 301 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.