Measured Wealth Private Client Group’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Measured Wealth Private Client 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 Q2	$7.13K	Hold	80	–	–	﹤0.01%	599
2026 Q1	$6.04K	Hold	80	–	–	﹤0.01%	598
2025 Q4	$5.99K	Buy	+80	New	+$5.96K	﹤0.01%	592

Other funds holding SMLF

SFS

Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

AIM

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Measured Wealth Private Client Group's SMLF Position: Q2 2026 in Review

Measured Wealth Private Client Group held its iShares US Small Cap Equity Factor ETF (SMLF) position steady in Q2 2026 at 80 shares worth $7.13K. The position accounts for ﹤0.01% of the portfolio, ranked #599.

Measured Wealth Private Client Group first reported a position in SMLF in Q4 2025 and has held it in 3 quarters since. 300 funds tracked by Wall St. Rank hold SMLF as of Q2 2026.

Measured Wealth Private Client Group held 80 shares of iShares US Small Cap Equity Factor ETF worth $7.13K as of Q2 2026.
Measured Wealth Private Client Group left its iShares US Small Cap Equity Factor ETF share count unchanged in Q2 2026.
iShares US Small Cap Equity Factor ETF made up ﹤0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #599 holding.
Measured Wealth Private Client Group first reported a position in iShares US Small Cap Equity Factor ETF in Q4 2025 and has held it in 3 quarters since.
300 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.