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Lewis Asset Management’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Lewis Asset 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 		$436K Buy
4,897
+260
+6% +$21.7K 0.15% 136
2026
Q1 		$350K Buy
+4,637
New +$360K 0.14% 150

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
YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return
FOR
Family Office Research Bethesda, Maryland $267M AUM 27.99% 1-Year Est. Return

Lewis Asset Management's SMLF Position: Q2 2026 in Review

Lewis Asset Management increased its iShares US Small Cap Equity Factor ETF (SMLF) stake by 5.6% in Q2 2026, buying an estimated $21.7K and bringing the position to 4,897 shares worth $436K. The position accounts for 0.15% of the portfolio, ranked #136.

Lewis Asset Management first reported a position in SMLF in Q1 2026 and has held it in 2 quarters since. 112 funds tracked by Wall St. Rank hold SMLF as of Q2 2026.

  • Lewis Asset Management held 4,897 shares of iShares US Small Cap Equity Factor ETF worth $436K as of Q2 2026.
  • Lewis Asset Management bought 260 iShares US Small Cap Equity Factor ETF shares in Q2 2026, an estimated $21.7K.
  • iShares US Small Cap Equity Factor ETF made up 0.15% of Lewis Asset Management's portfolio in Q2 2026, its #136 holding.
  • Lewis Asset Management first reported a position in iShares US Small Cap Equity Factor ETF in Q1 2026 and has held it in 2 quarters since.
  • 112 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q2 2026.

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