LWM Advisory Services’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

LWM Advisory Services’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 Q1	$498K	Sell	6,598 -13,473	-67%	-$1.05M	0.53%	41
2025 Q4	$1.5M	Sell	20,071 -89	-0.4%	-$6.63K	0.88%	23
2025 Q3	$1.5M	Buy	20,160 +324	+2%	+$23.2K	0.87%	23
2025 Q2	$1.35M	Buy	19,836 +1,953	+11%	+$124K	0.93%	23
2025 Q1	$1.11M	Sell	17,883 -1,051	-6%	-$70.7K	0.77%	27
2024 Q4	$1.28M	Sell	18,934 -1,898	-9%	-$131K	0.89%	26
2024 Q3	$1.38M	Buy	20,832 +10,293	+98%	+$654K	1.02%	21
2024 Q2	$645K	Buy	10,539 +2,175	+26%	+$133K	0.54%	34
2024 Q1	$532K	Buy	+8,364	New	+$500K	0.43%	41

Other funds holding SMLF

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

ACM

Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AIM

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

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

LWM Advisory Services's SMLF Position: Q1 2026 in Review

LWM Advisory Services reduced its iShares US Small Cap Equity Factor ETF (SMLF) stake by 67% in Q1 2026, selling an estimated $1.05M and leaving 6,598 shares worth $498K. The position accounts for 0.53% of the portfolio, ranked #41.

LWM Advisory Services first reported a position in SMLF in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.5M in Q4 2025. 269 funds tracked by Wall St. Rank hold SMLF as of Q1 2026.

LWM Advisory Services held 6,598 shares of iShares US Small Cap Equity Factor ETF worth $498K as of Q1 2026.
LWM Advisory Services sold 13,473 iShares US Small Cap Equity Factor ETF shares in Q1 2026, an estimated $1.05M.
iShares US Small Cap Equity Factor ETF made up 0.53% of LWM Advisory Services's portfolio in Q1 2026, its #41 holding.
LWM Advisory Services first reported a position in iShares US Small Cap Equity Factor ETF in Q1 2024 and has held it in 9 quarters since.
LWM Advisory Services's iShares US Small Cap Equity Factor ETF position peaked at $1.5M in Q4 2025.
269 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q1 2026.

Based on LWM Advisory Services's 13F filing for Q1 2026, filed 29 Apr 2026.