MWA
SMLF icon

Medallion Wealth Advisors’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Medallion Wealth Advisors’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 		$31.7K Hold
420
– – 0.01% 565
2025
Q4 		$31.4K Hold
420
– – 0.01% 560
2025
Q3 		$31.2K Hold
420
– – 0.01% 555
2025
Q2 		$28.8K Hold
420
– – 0.01% 555
2025
Q1 		$26.2K Hold
420
– – 0.01% 534
2024
Q4 		$28.4K Buy
+420
New +$29.1K 0.01% 509

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

Medallion Wealth Advisors's SMLF Position: Q1 2026 in Review

Medallion Wealth Advisors held its iShares US Small Cap Equity Factor ETF (SMLF) position steady in Q1 2026 at 420 shares worth $31.7K. The position accounts for 0.01% of the portfolio, ranked #565.

Medallion Wealth Advisors first reported a position in SMLF in Q4 2024 and has held it in 6 quarters since. 269 funds tracked by Wall St. Rank hold SMLF as of Q1 2026.

  • Medallion Wealth Advisors held 420 shares of iShares US Small Cap Equity Factor ETF worth $31.7K as of Q1 2026.
  • Medallion Wealth Advisors left its iShares US Small Cap Equity Factor ETF share count unchanged in Q1 2026.
  • iShares US Small Cap Equity Factor ETF made up 0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #565 holding.
  • Medallion Wealth Advisors first reported a position in iShares US Small Cap Equity Factor ETF in Q4 2024 and has held it in 6 quarters since.
  • 269 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.