Landmark Wealth Management (Illinois)’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Landmark Wealth Management (Illinois)’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	$1.07M	Sell	12,020 -83	-0.7%	-$6.92K	0.35%	26
2026 Q1	$914K	Hold	12,103	–	–	0.34%	29
2025 Q4	$906K	Hold	12,103	–	–	0.34%	27
2025 Q3	$900K	Sell	12,103 -15	-0.1%	-$1.07K	0.35%	27
2025 Q2	$823K	Sell	12,118 -14,072	-54%	-$891K	0.35%	33
2025 Q1	$1.63M	Sell	26,190 -113,154	-81%	-$7.61M	0.78%	27
2024 Q4	$9.41M	Sell	139,344 -8,136	-6%	-$564K	4.58%	7
2024 Q3	$9.79M	Buy	147,480 +10,087	+7%	+$641K	4.88%	8
2024 Q2	$8.41M	Buy	+137,393	New	+$8.43M	4.63%	8

Other funds holding SMLF

SFS

Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Landmark Wealth Management (Illinois)'s SMLF Position: Q2 2026 in Review

Landmark Wealth Management (Illinois) reduced its iShares US Small Cap Equity Factor ETF (SMLF) stake by 0.69% in Q2 2026, selling an estimated $6.92K and leaving 12,020 shares worth $1.07M. The position accounts for 0.35% of the portfolio, ranked #26.

Landmark Wealth Management (Illinois) first reported a position in SMLF in Q2 2024 and has held it in 9 quarters since. The position peaked at $9.79M in Q3 2024. 300 funds tracked by Wall St. Rank hold SMLF as of Q2 2026.

Landmark Wealth Management (Illinois) held 12,020 shares of iShares US Small Cap Equity Factor ETF worth $1.07M as of Q2 2026.
Landmark Wealth Management (Illinois) sold 83 iShares US Small Cap Equity Factor ETF shares in Q2 2026, an estimated $6.92K.
iShares US Small Cap Equity Factor ETF made up 0.35% of Landmark Wealth Management (Illinois)'s portfolio in Q2 2026, its #26 holding.
Landmark Wealth Management (Illinois) first reported a position in iShares US Small Cap Equity Factor ETF in Q2 2024 and has held it in 9 quarters since.
Landmark Wealth Management (Illinois)'s iShares US Small Cap Equity Factor ETF position peaked at $9.79M in Q3 2024.
300 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q2 2026.

Based on Landmark Wealth Management (Illinois)'s 13F filing for Q2 2026, filed 5 Aug 2026.