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
Q2 		$33.8M Buy
378,802
+515
+0.1% +$43K 7.53% 4
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 $2.28B AUM 22.9% 1-Year Est. Return
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

Pacific Center for Financial Services's SMLF Position: Q2 2026 in Review

Pacific Center for Financial Services increased its iShares US Small Cap Equity Factor ETF (SMLF) stake by 0.14% in Q2 2026, buying an estimated $43K and bringing the position to 378,802 shares worth $33.8M. The position accounts for 7.53% of the portfolio, ranked #4.

Pacific Center for Financial Services first reported a position in SMLF in Q1 2024 and has held it in 10 quarters since. 301 funds tracked by Wall St. Rank hold SMLF as of Q2 2026.

  • Pacific Center for Financial Services held 378,802 shares of iShares US Small Cap Equity Factor ETF worth $33.8M as of Q2 2026.
  • Pacific Center for Financial Services bought 515 iShares US Small Cap Equity Factor ETF shares in Q2 2026, an estimated $43K.
  • iShares US Small Cap Equity Factor ETF made up 7.53% of Pacific Center for Financial Services's portfolio in Q2 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 10 quarters since.
  • 301 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q2 2026.

Based on Pacific Center for Financial Services's 13F filing for Q2 2026, filed 5 Aug 2026.