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Live Oak Investment Partners’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Live Oak Investment Partners’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 		$5.09M Buy
57,051
+1,851
+3% +$154K 2.74% 12
2026
Q1 		$4.17M Buy
55,200
+1,064
+2% +$82.6K 2.46% 13
2025
Q4 		$4.05M Buy
+54,136
New +$4.03M 2.49% 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 $2.49B AUM 10.8% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Live Oak Investment Partners's SMLF Position: Q2 2026 in Review

Live Oak Investment Partners increased its iShares US Small Cap Equity Factor ETF (SMLF) stake by 3.4% in Q2 2026, buying an estimated $154K and bringing the position to 57,051 shares worth $5.09M. The position accounts for 2.74% of the portfolio, ranked #12.

Live Oak Investment Partners first reported a position in SMLF in Q4 2025 and has held it in 3 quarters since. 302 funds tracked by Wall St. Rank hold SMLF as of Q2 2026.

  • Live Oak Investment Partners held 57,051 shares of iShares US Small Cap Equity Factor ETF worth $5.09M as of Q2 2026.
  • Live Oak Investment Partners bought 1,851 iShares US Small Cap Equity Factor ETF shares in Q2 2026, an estimated $154K.
  • iShares US Small Cap Equity Factor ETF made up 2.74% of Live Oak Investment Partners's portfolio in Q2 2026, its #12 holding.
  • Live Oak Investment Partners first reported a position in iShares US Small Cap Equity Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 302 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q2 2026.

Based on Live Oak Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.