OIA
SMLF icon

Optimum Investment Advisors’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Optimum Investment 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
2025
Q3 		$18.6K Hold
250
– – 0.01% 446
2025
Q2 		$17K Hold
250
– – 0.01% 457
2025
Q1 		$15.5K Hold
250
– – 0.01% 468
2024
Q4 		$16.9K Hold
250
– – 0.01% 453
2024
Q3 		$16.6K Hold
250
– – 0.01% 472
2024
Q2 		$15.3K Buy
+250
New +$15.3K 0.01% 475

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Optimum Investment Advisors's SMLF Position: Q3 2025 in Review

Optimum Investment Advisors held its iShares US Small Cap Equity Factor ETF (SMLF) position steady in Q3 2025 at 250 shares worth $18.6K. The position accounts for 0.01% of the portfolio, ranked #446.

Optimum Investment Advisors first reported a position in SMLF in Q2 2024 and has held it in 6 quarters since. 237 funds tracked by Wall St. Rank hold SMLF as of Q3 2025.

  • Optimum Investment Advisors held 250 shares of iShares US Small Cap Equity Factor ETF worth $18.6K as of Q3 2025.
  • Optimum Investment Advisors left its iShares US Small Cap Equity Factor ETF share count unchanged in Q3 2025.
  • iShares US Small Cap Equity Factor ETF made up 0.01% of Optimum Investment Advisors's portfolio in Q3 2025, its #446 holding.
  • Optimum Investment Advisors first reported a position in iShares US Small Cap Equity Factor ETF in Q2 2024 and has held it in 6 quarters since.
  • 237 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.