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 Q3	$665K	Sell	7,956 -154	-2%	-$13.4K	0.2%	65
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

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

FOR

Family Office Research Bethesda, Maryland $260M AUM 20.53% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

GAM

GEM Asset Management Plymouth, Michigan $252M AUM 14.11% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

LifeGoal Wealth Advisors's SMLF Position: Q3 2026 in Review

LifeGoal Wealth Advisors reduced its iShares US Small Cap Equity Factor ETF (SMLF) stake by 1.9% in Q3 2026, selling an estimated $13.4K and leaving 7,956 shares worth $665K. The position accounts for 0.2% of the portfolio, ranked #65.

LifeGoal Wealth Advisors first reported a position in SMLF in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.62M in Q4 2024. 28 funds tracked by Wall St. Rank hold SMLF as of Q3 2026.

LifeGoal Wealth Advisors held 7,956 shares of iShares US Small Cap Equity Factor ETF worth $665K as of Q3 2026.
LifeGoal Wealth Advisors sold 154 iShares US Small Cap Equity Factor ETF shares in Q3 2026, an estimated $13.4K.
iShares US Small Cap Equity Factor ETF made up 0.2% of LifeGoal Wealth Advisors's portfolio in Q3 2026, its #65 holding.
LifeGoal Wealth Advisors first reported a position in iShares US Small Cap Equity Factor ETF in Q4 2024 and has held it in 8 quarters since.
LifeGoal Wealth Advisors's iShares US Small Cap Equity Factor ETF position peaked at $2.62M in Q4 2024.
28 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q3 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.