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 Q2	$996K	Buy	11,179 +2,164	+24%	+$180K	0.4%	60
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 $2.28B AUM 22.9% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

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

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 Charlotte, North Carolina $1.55T AUM 33.47% 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

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

RHS Financial's SMLF Position: Q2 2026 in Review

RHS Financial increased its iShares US Small Cap Equity Factor ETF (SMLF) stake by 24% in Q2 2026, buying an estimated $180K and bringing the position to 11,179 shares worth $996K. The position accounts for 0.4% of the portfolio, ranked #60.

RHS Financial first reported a position in SMLF in Q4 2018 and has held it in 6 quarters since. 302 funds tracked by Wall St. Rank hold SMLF as of Q2 2026.

RHS Financial held 11,179 shares of iShares US Small Cap Equity Factor ETF worth $996K as of Q2 2026.
RHS Financial bought 2,164 iShares US Small Cap Equity Factor ETF shares in Q2 2026, an estimated $180K.
iShares US Small Cap Equity Factor ETF made up 0.4% of RHS Financial's portfolio in Q2 2026, its #60 holding.
RHS Financial first reported a position in iShares US Small Cap Equity Factor ETF in Q4 2018 and has held it in 6 quarters since.
302 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q2 2026.

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