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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
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 $2.1B 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

&Partners's SMLF Position: Q1 2026 in Review

&Partners increased its iShares US Small Cap Equity Factor ETF (SMLF) stake by 142% in Q1 2026, buying an estimated $2.82M and bringing the position to 61,804 shares worth $4.67M. The position accounts for 0.02% of the portfolio, ranked #546.

&Partners first reported a position in SMLF in Q3 2025 and has held it in 3 quarters since. 269 funds tracked by Wall St. Rank hold SMLF as of Q1 2026.

  • &Partners held 61,804 shares of iShares US Small Cap Equity Factor ETF worth $4.67M as of Q1 2026.
  • &Partners bought 36,307 iShares US Small Cap Equity Factor ETF shares in Q1 2026, an estimated $2.82M.
  • iShares US Small Cap Equity Factor ETF made up 0.02% of &Partners's portfolio in Q1 2026, its #546 holding.
  • &Partners first reported a position in iShares US Small Cap Equity Factor ETF in Q3 2025 and has held it in 3 quarters since.
  • 269 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.