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Reston Wealth Management’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Reston Wealth Management’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 		$20.1M Buy
266,288
+4,475
+2% +$348K 6.16% 6
2025
Q4 		$19.6M Buy
261,813
+2,097
+0.8% +$156K 6% 6
2025
Q3 		$19.3M Sell
259,716
-874
-0.3% -$62.5K 6.23% 6
2025
Q2 		$17.7M Buy
260,590
+7,077
+3% +$448K 6.21% 6
2025
Q1 		$15.8M Buy
253,513
+3,985
+2% +$268K 6.37% 6
2024
Q4 		$16.8M Buy
249,528
+2,283
+0.9% +$158K 6.26% 6
2024
Q3 		$16.4M Buy
247,245
+8,022
+3% +$510K 5.94% 6
2024
Q2 		$14.6M Buy
239,223
+10,522
+5% +$645K 5.85% 6
2024
Q1 		$14.5M Buy
+228,701
New +$13.7M 5.9% 6

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

Reston Wealth Management's SMLF Position: Q1 2026 in Review

Reston Wealth Management increased its iShares US Small Cap Equity Factor ETF (SMLF) stake by 1.7% in Q1 2026, buying an estimated $348K and bringing the position to 266,288 shares worth $20.1M. The position accounts for 6.16% of the portfolio, ranked #6.

Reston Wealth Management first reported a position in SMLF in Q1 2024 and has held it in 9 quarters since. 269 funds tracked by Wall St. Rank hold SMLF as of Q1 2026.

  • Reston Wealth Management held 266,288 shares of iShares US Small Cap Equity Factor ETF worth $20.1M as of Q1 2026.
  • Reston Wealth Management bought 4,475 iShares US Small Cap Equity Factor ETF shares in Q1 2026, an estimated $348K.
  • iShares US Small Cap Equity Factor ETF made up 6.16% of Reston Wealth Management's portfolio in Q1 2026, its #6 holding.
  • Reston Wealth Management first reported a position in iShares US Small Cap Equity Factor ETF in Q1 2024 and has held it in 9 quarters since.
  • 269 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q1 2026.

Based on Reston Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.