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

Redmont 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
2025 Q4	$3.74K	Hold	50	–	–	0.01%	267
2025 Q3	$3.72K	Hold	50	–	–	0.01%	275
2025 Q2	$3.4K	Hold	50	–	–	0.01%	275
2025 Q1	$3.11K	Buy	+50	New	+$3.36K	0.01%	150
2024 Q4	–	Sell	-50	Closed	-$3.32K	–	264
2024 Q3	$3.32K	Sell	50 -20	-29%	-$1.27K	0.01%	289
2024 Q2	$4.29K	Buy	+70	New	+$4.29K	0.01%	272

Other funds holding SMLF

SFS

Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Redmont Wealth Advisors's SMLF Position: Q4 2025 in Review

Redmont Wealth Advisors held its iShares US Small Cap Equity Factor ETF (SMLF) position steady in Q4 2025 at 50 shares worth $3.74K. The position accounts for 0.01% of the portfolio, ranked #267.

Redmont Wealth Advisors first reported a position in SMLF in Q2 2024 and has held it in 6 quarters since. The position peaked at $4.29K in Q2 2024. 265 funds tracked by Wall St. Rank hold SMLF as of Q4 2025.

Redmont Wealth Advisors held 50 shares of iShares US Small Cap Equity Factor ETF worth $3.74K as of Q4 2025.
Redmont Wealth Advisors left its iShares US Small Cap Equity Factor ETF share count unchanged in Q4 2025.
iShares US Small Cap Equity Factor ETF made up 0.01% of Redmont Wealth Advisors's portfolio in Q4 2025, its #267 holding.
Redmont Wealth Advisors first reported a position in iShares US Small Cap Equity Factor ETF in Q2 2024 and has held it in 6 quarters since.
Redmont Wealth Advisors's iShares US Small Cap Equity Factor ETF position peaked at $4.29K in Q2 2024.
265 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.