Redhawk Wealth Advisors
SMLF icon

Redhawk Wealth Advisors’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Redhawk Wealth Advisors’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 		$10.7M Buy
128,282
+34,951
+37% +$3.05M 1.09% 28
2026
Q2 		$8.32M Buy
93,331
+64,821
+227% +$5.41M 0.82% 34
2026
Q1 		$2.15M Sell
28,510
-12,442
-30% -$966K 0.24% 105
2025
Q4 		$3.07M Sell
40,952
-21,580
-35% -$1.61M 0.34% 82
2025
Q3 		$4.65M Buy
+62,532
New +$4.47M 0.54% 47

Other funds holding SMLF

Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Cornerstone Planning Group
Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return
Pacific Center for Financial Services
Pacific Center for Financial Services San Ramon, California $477M AUM 12.74% 1-Year Est. Return
YHB Investment Advisors
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
Family Office Research
Family Office Research Bethesda, Maryland $260M AUM 20.53% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
WC
Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return
Wealth Enhancement Trust Services
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return

Redhawk Wealth Advisors's SMLF Position: Q3 2026 in Review

Redhawk Wealth Advisors increased its iShares US Small Cap Equity Factor ETF (SMLF) stake by 37% in Q3 2026, buying an estimated $3.05M and bringing the position to 128,282 shares worth $10.7M. The position accounts for 1.09% of the portfolio, ranked #28.

Redhawk Wealth Advisors first reported a position in SMLF in Q3 2025 and has held it in 5 quarters since. 69 funds tracked by Wall St. Rank hold SMLF as of Q3 2026.

  • Redhawk Wealth Advisors held 128,282 shares of iShares US Small Cap Equity Factor ETF worth $10.7M as of Q3 2026.
  • Redhawk Wealth Advisors bought 34,951 iShares US Small Cap Equity Factor ETF shares in Q3 2026, an estimated $3.05M.
  • iShares US Small Cap Equity Factor ETF made up 1.09% of Redhawk Wealth Advisors's portfolio in Q3 2026, its #28 holding.
  • Redhawk Wealth Advisors first reported a position in iShares US Small Cap Equity Factor ETF in Q3 2025 and has held it in 5 quarters since.
  • 69 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q3 2026.

Based on Redhawk Wealth Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.