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LifeGoal Wealth Advisors’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

LifeGoal Wealth Advisors’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 		$723K Sell
8,110
-295
-4% -$24.6K 0.33% 42
2026
Q1 		$639K Sell
8,405
-15
-0.2% -$1.17K 0.37% 43
2025
Q4 		$631K Buy
8,420
+2
+0% +$149 0.42% 42
2025
Q3 		$626K Sell
8,418
-23,512
-74% -$1.68M 0.52% 39
2025
Q2 		$2.17M Buy
31,930
+482
+2% +$30.5K 2.06% 11
2025
Q1 		$1.95M Sell
31,448
-7,438
-19% -$500K 2.11% 12
2024
Q4 		$2.62M Buy
+38,886
New +$2.69M 2.85% 11

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

LifeGoal Wealth Advisors's SMLF Position: Q2 2026 in Review

LifeGoal Wealth Advisors reduced its iShares US Small Cap Equity Factor ETF (SMLF) stake by 3.5% in Q2 2026, selling an estimated $24.6K and leaving 8,110 shares worth $723K. The position accounts for 0.33% of the portfolio, ranked #42.

LifeGoal Wealth Advisors first reported a position in SMLF in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.62M in Q4 2024. 300 funds tracked by Wall St. Rank hold SMLF as of Q2 2026.

  • LifeGoal Wealth Advisors held 8,110 shares of iShares US Small Cap Equity Factor ETF worth $723K as of Q2 2026.
  • LifeGoal Wealth Advisors sold 295 iShares US Small Cap Equity Factor ETF shares in Q2 2026, an estimated $24.6K.
  • iShares US Small Cap Equity Factor ETF made up 0.33% of LifeGoal Wealth Advisors's portfolio in Q2 2026, its #42 holding.
  • LifeGoal Wealth Advisors first reported a position in iShares US Small Cap Equity Factor ETF in Q4 2024 and has held it in 7 quarters since.
  • LifeGoal Wealth Advisors's iShares US Small Cap Equity Factor ETF position peaked at $2.62M in Q4 2024.
  • 300 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q2 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.