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Parsons Capital Management’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Parsons Capital 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
Q2 		$1.09M Buy
12,267
+801
+7% +$66.8K 0.05% 280
2026
Q1 		$866K Buy
11,466
+1,529
+15% +$119K 0.04% 286
2025
Q4 		$744K Buy
9,937
+3,629
+58% +$270K 0.04% 281
2025
Q3 		$469K Buy
+6,308
New +$451K 0.03% 321

Other funds holding SMLF

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return

Parsons Capital Management's SMLF Position: Q2 2026 in Review

Parsons Capital Management increased its iShares US Small Cap Equity Factor ETF (SMLF) stake by 7% in Q2 2026, buying an estimated $66.8K and bringing the position to 12,267 shares worth $1.09M. The position accounts for 0.05% of the portfolio, ranked #280.

Parsons Capital Management first reported a position in SMLF in Q3 2025 and has held it in 4 quarters since. 185 funds tracked by Wall St. Rank hold SMLF as of Q2 2026.

  • Parsons Capital Management held 12,267 shares of iShares US Small Cap Equity Factor ETF worth $1.09M as of Q2 2026.
  • Parsons Capital Management bought 801 iShares US Small Cap Equity Factor ETF shares in Q2 2026, an estimated $66.8K.
  • iShares US Small Cap Equity Factor ETF made up 0.05% of Parsons Capital Management's portfolio in Q2 2026, its #280 holding.
  • Parsons Capital Management first reported a position in iShares US Small Cap Equity Factor ETF in Q3 2025 and has held it in 4 quarters since.
  • 185 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q2 2026.

Based on Parsons Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.