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Principal Securities’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Principal Securities’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 		$2.27M Buy
30,106
+545
+2% +$42.3K 0.03% 448
2025
Q4 		$2.21M Buy
29,561
+2,901
+11% +$216K 0.03% 434
2025
Q3 		$1.98M Buy
26,660
+1,152
+5% +$82.4K 0.03% 468
2025
Q2 		$1.73M Buy
25,508
+25,288
+11,495% +$1.6M 0.03% 454
2025
Q1 		$14.8K Hold
220
– – ﹤0.01% 2359
2024
Q4 		$14.8K Buy
220
+190
+633% +$13.2K ﹤0.01% 2355
2024
Q3 		$1.99K Buy
+30
New +$1.91K ﹤0.01% 2955

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

Principal Securities's SMLF Position: Q1 2026 in Review

Principal Securities increased its iShares US Small Cap Equity Factor ETF (SMLF) stake by 1.8% in Q1 2026, buying an estimated $42.3K and bringing the position to 30,106 shares worth $2.27M. The position accounts for 0.03% of the portfolio, ranked #448.

Principal Securities first reported a position in SMLF in Q3 2024 and has held it in 7 quarters since. 269 funds tracked by Wall St. Rank hold SMLF as of Q1 2026.

  • Principal Securities held 30,106 shares of iShares US Small Cap Equity Factor ETF worth $2.27M as of Q1 2026.
  • Principal Securities bought 545 iShares US Small Cap Equity Factor ETF shares in Q1 2026, an estimated $42.3K.
  • iShares US Small Cap Equity Factor ETF made up 0.03% of Principal Securities's portfolio in Q1 2026, its #448 holding.
  • Principal Securities first reported a position in iShares US Small Cap Equity Factor ETF in Q3 2024 and has held it in 7 quarters since.
  • 269 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.