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SMLF icon

&Partners’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

&Partners’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 		$5.82M Buy
65,269
+3,465
+6% +$289K 0.02% 543
2026
Q1 		$4.67M Buy
61,804
+36,307
+142% +$2.82M 0.02% 546
2025
Q4 		$1.91M Buy
25,497
+22,577
+773% +$1.68M 0.01% 889
2025
Q3 		$217K Buy
+2,920
New +$209K ﹤0.01% 1926

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

&Partners's SMLF Position: Q2 2026 in Review

&Partners increased its iShares US Small Cap Equity Factor ETF (SMLF) stake by 5.6% in Q2 2026, buying an estimated $289K and bringing the position to 65,269 shares worth $5.82M. The position accounts for 0.02% of the portfolio, ranked #543.

&Partners first reported a position in SMLF in Q3 2025 and has held it in 4 quarters since. 301 funds tracked by Wall St. Rank hold SMLF as of Q2 2026.

  • &Partners held 65,269 shares of iShares US Small Cap Equity Factor ETF worth $5.82M as of Q2 2026.
  • &Partners bought 3,465 iShares US Small Cap Equity Factor ETF shares in Q2 2026, an estimated $289K.
  • iShares US Small Cap Equity Factor ETF made up 0.02% of &Partners's portfolio in Q2 2026, its #543 holding.
  • &Partners first reported a position in iShares US Small Cap Equity Factor ETF in Q3 2025 and has held it in 4 quarters since.
  • 301 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.