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 Q2	$28.1M	Sell	315,394 -2,580	-0.8%	-$215K	2.94%	9
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 $2.28B 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

River Wealth Advisors's SMLF Position: Q2 2026 in Review

River Wealth Advisors reduced its iShares US Small Cap Equity Factor ETF (SMLF) stake by 0.81% in Q2 2026, selling an estimated $215K and leaving 315,394 shares worth $28.1M. The position accounts for 2.94% of the portfolio, ranked #9.

River Wealth Advisors first reported a position in SMLF in Q2 2025 and has held it in 5 quarters since. 302 funds tracked by Wall St. Rank hold SMLF as of Q2 2026.

River Wealth Advisors held 315,394 shares of iShares US Small Cap Equity Factor ETF worth $28.1M as of Q2 2026.
River Wealth Advisors sold 2,580 iShares US Small Cap Equity Factor ETF shares in Q2 2026, an estimated $215K.
iShares US Small Cap Equity Factor ETF made up 2.94% of River Wealth Advisors's portfolio in Q2 2026, its #9 holding.
River Wealth Advisors first reported a position in iShares US Small Cap Equity Factor ETF in Q2 2025 and has held it in 5 quarters since.
302 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q2 2026.

Based on River Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.