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

Polaris Financial 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
Q3 		$84K Buy
+616
New +$53.7K 0.04% 143

Other funds holding SMLF

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Polaris Financial Partners's SMLF Position: Q3 2026 in Review

Polaris Financial Partners opened a new position in iShares US Small Cap Equity Factor ETF (SMLF) in Q3 2026: 616 shares worth $84K. The stake represents 0.04% of the portfolio and ranks #143 among its holdings.

4 funds tracked by Wall St. Rank hold SMLF as of Q3 2026.

  • Polaris Financial Partners held 616 shares of iShares US Small Cap Equity Factor ETF worth $84K as of Q3 2026.
  • iShares US Small Cap Equity Factor ETF was a new Polaris Financial Partners position in Q3 2026.
  • iShares US Small Cap Equity Factor ETF made up 0.04% of Polaris Financial Partners's portfolio in Q3 2026, its #143 holding.
  • 4 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q3 2026.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.