LWM Advisory Services’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History
Bought
Maintained
Sold
Other funds holding SMLF
SFS
ACM
VA
AIM
LWM Advisory Services's SMLF Position: Q2 2026 in Review
LWM Advisory Services reduced its iShares US Small Cap Equity Factor ETF (SMLF) stake by 57% in Q2 2026, selling an estimated $313K and leaving 2,846 shares worth $254K. The position accounts for 0.45% of the portfolio, ranked #69.
LWM Advisory Services first reported a position in SMLF in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.5M in Q4 2025. 301 funds tracked by Wall St. Rank hold SMLF as of Q2 2026.
- LWM Advisory Services held 2,846 shares of iShares US Small Cap Equity Factor ETF worth $254K as of Q2 2026.
- LWM Advisory Services sold 3,752 iShares US Small Cap Equity Factor ETF shares in Q2 2026, an estimated $313K.
- iShares US Small Cap Equity Factor ETF made up 0.45% of LWM Advisory Services's portfolio in Q2 2026, its #69 holding.
- LWM Advisory Services first reported a position in iShares US Small Cap Equity Factor ETF in Q1 2024 and has held it in 10 quarters since.
- LWM Advisory Services's iShares US Small Cap Equity Factor ETF position peaked at $1.5M in Q4 2025.
- 301 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q2 2026.
Based on LWM Advisory Services's 13F filing for Q2 2026, filed 3 Aug 2026.