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

RHS Financial’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	$681K	Buy	9,015 +1,659	+23%	+$129K	0.32%	62
2025 Q4	$551K	Sell	7,356 -226	-3%	-$16.8K	0.27%	65
2025 Q3	$564K	Buy	7,582 +1,344	+22%	+$96.2K	0.29%	66
2025 Q2	$424K	Buy	+6,238	New	+$395K	0.24%	76
2019 Q1	–	Sell	-7,945	Closed	-$285K	–	65
2018 Q4	$285K	Buy	+7,945	New	+$312K	0.41%	47

Other funds holding SMLF

SFS

Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

RHS Financial's SMLF Position: Q1 2026 in Review

RHS Financial increased its iShares US Small Cap Equity Factor ETF (SMLF) stake by 23% in Q1 2026, buying an estimated $129K and bringing the position to 9,015 shares worth $681K. The position accounts for 0.32% of the portfolio, ranked #62.

RHS Financial first reported a position in SMLF in Q4 2018 and has held it in 5 quarters since. 269 funds tracked by Wall St. Rank hold SMLF as of Q1 2026.

RHS Financial held 9,015 shares of iShares US Small Cap Equity Factor ETF worth $681K as of Q1 2026.
RHS Financial bought 1,659 iShares US Small Cap Equity Factor ETF shares in Q1 2026, an estimated $129K.
iShares US Small Cap Equity Factor ETF made up 0.32% of RHS Financial's portfolio in Q1 2026, its #62 holding.
RHS Financial first reported a position in iShares US Small Cap Equity Factor ETF in Q4 2018 and has held it in 5 quarters since.
269 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q1 2026.

Based on RHS Financial's 13F filing for Q1 2026, filed 28 Apr 2026.