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River Wealth Advisors’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

River Wealth Advisors’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 		$24M Sell
317,974
-42,592
-12% -$3.31M 2.76% 8
2025
Q4 		$27M Buy
360,566
+17,197
+5% +$1.28M 3.03% 7
2025
Q3 		$25.5M Buy
343,369
+14,686
+4% +$1.05M 2.98% 7
2025
Q2 		$22.3M Buy
+328,683
New +$20.8M 2.78% 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

River Wealth Advisors's SMLF Position: Q1 2026 in Review

River Wealth Advisors reduced its iShares US Small Cap Equity Factor ETF (SMLF) stake by 12% in Q1 2026, selling an estimated $3.31M and leaving 317,974 shares worth $24M. The position accounts for 2.76% of the portfolio, ranked #8.

River Wealth Advisors first reported a position in SMLF in Q2 2025 and has held it in 4 quarters since. The position peaked at $27M in Q4 2025. 269 funds tracked by Wall St. Rank hold SMLF as of Q1 2026.

  • River Wealth Advisors held 317,974 shares of iShares US Small Cap Equity Factor ETF worth $24M as of Q1 2026.
  • River Wealth Advisors sold 42,592 iShares US Small Cap Equity Factor ETF shares in Q1 2026, an estimated $3.31M.
  • iShares US Small Cap Equity Factor ETF made up 2.76% of River Wealth Advisors's portfolio in Q1 2026, its #8 holding.
  • River Wealth Advisors first reported a position in iShares US Small Cap Equity Factor ETF in Q2 2025 and has held it in 4 quarters since.
  • River Wealth Advisors's iShares US Small Cap Equity Factor ETF position peaked at $27M in Q4 2025.
  • 269 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q1 2026.

Based on River Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.