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Redwood Financial Network’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Redwood Financial Network’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
Q2 		$1.36M Buy
15,237
+3,688
+32% +$308K 0.75% 35
2026
Q1 		$872K Buy
11,549
+1,119
+11% +$86.9K 0.57% 51
2025
Q4 		$781K Buy
10,430
+2,306
+28% +$172K 0.5% 54
2025
Q3 		$604K Buy
8,124
+1,895
+30% +$136K 0.38% 76
2025
Q2 		$423K Buy
6,229
+392
+7% +$24.8K 0.29% 107
2025
Q1 		$363K Buy
5,837
+2,126
+57% +$143K 0.28% 108
2024
Q4 		$251K Buy
3,711
+617
+20% +$42.7K 0.19% 128
2024
Q3 		$205K Buy
+3,094
New +$197K 0.16% 141

Other funds holding SMLF

SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VA
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Redwood Financial Network's SMLF Position: Q2 2026 in Review

Redwood Financial Network increased its iShares US Small Cap Equity Factor ETF (SMLF) stake by 32% in Q2 2026, buying an estimated $308K and bringing the position to 15,237 shares worth $1.36M. The position accounts for 0.75% of the portfolio, ranked #35.

Redwood Financial Network first reported a position in SMLF in Q3 2024 and has held it in 8 quarters since. 301 funds tracked by Wall St. Rank hold SMLF as of Q2 2026.

  • Redwood Financial Network held 15,237 shares of iShares US Small Cap Equity Factor ETF worth $1.36M as of Q2 2026.
  • Redwood Financial Network bought 3,688 iShares US Small Cap Equity Factor ETF shares in Q2 2026, an estimated $308K.
  • iShares US Small Cap Equity Factor ETF made up 0.75% of Redwood Financial Network's portfolio in Q2 2026, its #35 holding.
  • Redwood Financial Network first reported a position in iShares US Small Cap Equity Factor ETF in Q3 2024 and has held it in 8 quarters since.
  • 301 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q2 2026.

Based on Redwood Financial Network's 13F filing for Q2 2026, filed 7 Aug 2026.