Redwood Financial Network
SMLF icon

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
Q3 		$1.4M Buy
16,793
+1,556
+10% +$136K 0.76% 36
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

Strategic Financial Services
Strategic Financial Services Utica, New York $2.27B AUM 12.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Redwood Financial Network's SMLF Position: Q3 2026 in Review

Redwood Financial Network increased its iShares US Small Cap Equity Factor ETF (SMLF) stake by 10% in Q3 2026, buying an estimated $136K and bringing the position to 16,793 shares worth $1.4M. The position accounts for 0.76% of the portfolio, ranked #36.

Redwood Financial Network first reported a position in SMLF in Q3 2024 and has held it in 9 quarters since. 277 funds tracked by Wall St. Rank hold SMLF as of Q3 2026.

  • Redwood Financial Network held 16,793 shares of iShares US Small Cap Equity Factor ETF worth $1.4M as of Q3 2026.
  • Redwood Financial Network bought 1,556 iShares US Small Cap Equity Factor ETF shares in Q3 2026, an estimated $136K.
  • iShares US Small Cap Equity Factor ETF made up 0.76% of Redwood Financial Network's portfolio in Q3 2026, its #36 holding.
  • Redwood Financial Network first reported a position in iShares US Small Cap Equity Factor ETF in Q3 2024 and has held it in 9 quarters since.
  • 277 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q3 2026.

Based on Redwood Financial Network's 13F filing for Q3 2026, filed 3 Nov 2026.