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Mosley Wealth Management’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Mosley Wealth Management’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 		$50.1K Sell
563
-1,144
-67% -$95.4K 0.02% 250
2026
Q1 		$127K Buy
+1,707
New +$133K 0.06% 165

Other funds holding SMLF

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
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
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return

Mosley Wealth Management's SMLF Position: Q2 2026 in Review

Mosley Wealth Management reduced its iShares US Small Cap Equity Factor ETF (SMLF) stake by 67% in Q2 2026, selling an estimated $95.4K and leaving 563 shares worth $50.1K. The position accounts for 0.02% of the portfolio, ranked #250.

Mosley Wealth Management first reported a position in SMLF in Q1 2026 and has held it in 2 quarters since. The position peaked at $127K in Q1 2026. 185 funds tracked by Wall St. Rank hold SMLF as of Q2 2026.

  • Mosley Wealth Management held 563 shares of iShares US Small Cap Equity Factor ETF worth $50.1K as of Q2 2026.
  • Mosley Wealth Management sold 1,144 iShares US Small Cap Equity Factor ETF shares in Q2 2026, an estimated $95.4K.
  • iShares US Small Cap Equity Factor ETF made up 0.02% of Mosley Wealth Management's portfolio in Q2 2026, its #250 holding.
  • Mosley Wealth Management first reported a position in iShares US Small Cap Equity Factor ETF in Q1 2026 and has held it in 2 quarters since.
  • Mosley Wealth Management's iShares US Small Cap Equity Factor ETF position peaked at $127K in Q1 2026.
  • 185 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.