Mosley Wealth Management
SMLF icon

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
Q3 		$45.3K Sell
535
-28
-5% -$2.44K 0.01% 276
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

Strategic Financial Services
Strategic Financial Services Utica, New York $2.27B AUM 12.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Cornerstone Planning Group
Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return
Financial Management Professionals
Financial Management Professionals Austin, Texas $1.06B AUM 13.82% 1-Year Est. Return

Mosley Wealth Management's SMLF Position: Q3 2026 in Review

Mosley Wealth Management reduced its iShares US Small Cap Equity Factor ETF (SMLF) stake by 5% in Q3 2026, selling an estimated $2.44K and leaving 535 shares worth $45.3K. The position accounts for 0.01% of the portfolio, ranked #276.

Mosley Wealth Management first reported a position in SMLF in Q1 2026 and has held it in 3 quarters since. The position peaked at $127K in Q1 2026. 207 funds tracked by Wall St. Rank hold SMLF as of Q3 2026.

  • Mosley Wealth Management held 535 shares of iShares US Small Cap Equity Factor ETF worth $45.3K as of Q3 2026.
  • Mosley Wealth Management sold 28 iShares US Small Cap Equity Factor ETF shares in Q3 2026, an estimated $2.44K.
  • iShares US Small Cap Equity Factor ETF made up 0.01% of Mosley Wealth Management's portfolio in Q3 2026, its #276 holding.
  • Mosley Wealth Management first reported a position in iShares US Small Cap Equity Factor ETF in Q1 2026 and has held it in 3 quarters since.
  • Mosley Wealth Management's iShares US Small Cap Equity Factor ETF position peaked at $127K in Q1 2026.
  • 207 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.