PCFFS
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Pacific Center for Financial Services’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Pacific Center for Financial Services’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
Q1 		$28.6M Sell
378,287
-20,432
-5% -$1.59M 7.24% 4
2025
Q4 		$29.6M Hold
398,719
– – 7.56% 4
2025
Q3 		$29.6M Sell
398,719
-385
-0.1% -$27.5K 7.56% 4
2025
Q2 		$27.1M Sell
399,104
-4,326
-1% -$274K 7.36% 4
2025
Q1 		$25.1M Sell
403,430
-4,221
-1% -$284K 6.65% 5
2024
Q4 		$27.5M Buy
407,651
+12,927
+3% +$896K 7.08% 5
2024
Q3 		$26.2M Buy
394,724
+9,008
+2% +$573K 6.9% 5
2024
Q2 		$23.6M Buy
385,716
+6,705
+2% +$411K 6.62% 5
2024
Q1 		$24.1M Buy
+379,011
New +$22.6M 6.87% 5

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pacific Center for Financial Services's SMLF Position: Q1 2026 in Review

Pacific Center for Financial Services reduced its iShares US Small Cap Equity Factor ETF (SMLF) stake by 5.1% in Q1 2026, selling an estimated $1.59M and leaving 378,287 shares worth $28.6M. The position accounts for 7.24% of the portfolio, ranked #4.

Pacific Center for Financial Services first reported a position in SMLF in Q1 2024 and has held it in 9 quarters since. The position peaked at $29.6M in Q4 2025. 269 funds tracked by Wall St. Rank hold SMLF as of Q1 2026.

  • Pacific Center for Financial Services held 378,287 shares of iShares US Small Cap Equity Factor ETF worth $28.6M as of Q1 2026.
  • Pacific Center for Financial Services sold 20,432 iShares US Small Cap Equity Factor ETF shares in Q1 2026, an estimated $1.59M.
  • iShares US Small Cap Equity Factor ETF made up 7.24% of Pacific Center for Financial Services's portfolio in Q1 2026, its #4 holding.
  • Pacific Center for Financial Services first reported a position in iShares US Small Cap Equity Factor ETF in Q1 2024 and has held it in 9 quarters since.
  • Pacific Center for Financial Services's iShares US Small Cap Equity Factor ETF position peaked at $29.6M in Q4 2025.
  • 269 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q1 2026.

Based on Pacific Center for Financial Services's 13F filing for Q1 2026, filed 12 May 2026.