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Newbridge Financial Services Group’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Newbridge Financial Services 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 		$4.46K Buy
+50
New +$4.17K ﹤0.01% 982

Other funds holding SMLF

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

Newbridge Financial Services Group's SMLF Position: Q2 2026 in Review

Newbridge Financial Services Group opened a new position in iShares US Small Cap Equity Factor ETF (SMLF) in Q2 2026: 50 shares worth $4.46K. The stake represents ﹤0.01% of the portfolio and ranks #982 among its holdings.

299 funds tracked by Wall St. Rank hold SMLF as of Q2 2026.

  • Newbridge Financial Services Group held 50 shares of iShares US Small Cap Equity Factor ETF worth $4.46K as of Q2 2026.
  • iShares US Small Cap Equity Factor ETF was a new Newbridge Financial Services Group position in Q2 2026.
  • iShares US Small Cap Equity Factor ETF made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #982 holding.
  • 299 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.