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Leavell Investment Management’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Leavell Investment 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 		$580K Buy
6,512
+225
+4% +$18.8K 0.02% 409
2026
Q1 		$475K Sell
6,287
-300
-5% -$23.3K 0.02% 426
2025
Q4 		$493K Buy
6,587
+1,500
+29% +$112K 0.02% 413
2025
Q3 		$378K Buy
5,087
+1,007
+25% +$72K 0.02% 464
2025
Q2 		$277K Buy
+4,080
New +$258K 0.01% 503
2025
Q1 		– Sell
-3,230
Closed -$218K – 566
2024
Q4 		$218K Buy
3,230
+210
+7% +$14.5K 0.01% 512
2024
Q3 		$200K Buy
+3,020
New +$192K 0.01% 529

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

Leavell Investment Management's SMLF Position: Q2 2026 in Review

Leavell Investment Management increased its iShares US Small Cap Equity Factor ETF (SMLF) stake by 3.6% in Q2 2026, buying an estimated $18.8K and bringing the position to 6,512 shares worth $580K. The position accounts for 0.02% of the portfolio, ranked #409.

Leavell Investment Management first reported a position in SMLF in Q3 2024 and has held it in 7 quarters since. 300 funds tracked by Wall St. Rank hold SMLF as of Q2 2026.

  • Leavell Investment Management held 6,512 shares of iShares US Small Cap Equity Factor ETF worth $580K as of Q2 2026.
  • Leavell Investment Management bought 225 iShares US Small Cap Equity Factor ETF shares in Q2 2026, an estimated $18.8K.
  • iShares US Small Cap Equity Factor ETF made up 0.02% of Leavell Investment Management's portfolio in Q2 2026, its #409 holding.
  • Leavell Investment Management first reported a position in iShares US Small Cap Equity Factor ETF in Q3 2024 and has held it in 7 quarters since.
  • 300 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.