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

Millstone Evans 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 		$18.9K Hold
212
– – 0.01% 505
2026
Q1 		$16K Hold
212
– – 0.01% 507
2025
Q4 		$15.9K Hold
212
– – 0.01% 494
2025
Q3 		$15.8K Hold
212
– – 0.01% 480
2025
Q2 		$14.4K Hold
212
– – 0.01% 487
2025
Q1 		$13.2K Hold
212
– – 0.01% 496
2024
Q4 		$14.3K Buy
+212
New +$14.7K 0.01% 457

Other funds holding SMLF

LPL Financial
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
VA
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Millstone Evans Group's SMLF Position: Q2 2026 in Review

Millstone Evans Group held its iShares US Small Cap Equity Factor ETF (SMLF) position steady in Q2 2026 at 212 shares worth $18.9K. The position accounts for 0.01% of the portfolio, ranked #505.

Millstone Evans Group first reported a position in SMLF in Q4 2024 and has held it in 7 quarters since. 263 funds tracked by Wall St. Rank hold SMLF as of Q2 2026.

  • Millstone Evans Group held 212 shares of iShares US Small Cap Equity Factor ETF worth $18.9K as of Q2 2026.
  • Millstone Evans 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 Millstone Evans Group's portfolio in Q2 2026, its #505 holding.
  • Millstone Evans Group first reported a position in iShares US Small Cap Equity Factor ETF in Q4 2024 and has held it in 7 quarters since.
  • 263 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.