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Mather Group’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Mather Group’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 		$495 Buy
+7
New +$544 ﹤0.01% 1805

Other funds holding SMLF

SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Bank of America
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mather Group's SMLF Position: Q1 2026 in Review

Mather Group opened a new position in iShares US Small Cap Equity Factor ETF (SMLF) in Q1 2026: 7 shares worth $495. The stake represents ﹤0.01% of the portfolio and ranks #1805 among its holdings.

269 funds tracked by Wall St. Rank hold SMLF as of Q1 2026.

  • Mather Group held 7 shares of iShares US Small Cap Equity Factor ETF worth $495 as of Q1 2026.
  • iShares US Small Cap Equity Factor ETF was a new Mather Group position in Q1 2026.
  • iShares US Small Cap Equity Factor ETF made up ﹤0.01% of Mather Group's portfolio in Q1 2026, its #1805 holding.
  • 269 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.