Lindbrook Capital’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Lindbrook Capital’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
2025 Q1	$1.48K	Buy	+24	New	+$1.61K	﹤0.01%	2367

Other funds holding SMLF

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SFS

Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UWPG

Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

Lindbrook Capital's SMLF Position: Q1 2025 in Review

Lindbrook Capital opened a new position in iShares US Small Cap Equity Factor ETF (SMLF) in Q1 2025: 24 shares worth $1.48K. The stake represents ﹤0.01% of the portfolio and ranks #2367 among its holdings.

193 funds tracked by Wall St. Rank hold SMLF as of Q1 2025.

Lindbrook Capital held 24 shares of iShares US Small Cap Equity Factor ETF worth $1.48K as of Q1 2025.
iShares US Small Cap Equity Factor ETF was a new Lindbrook Capital position in Q1 2025.
iShares US Small Cap Equity Factor ETF made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2367 holding.
193 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.