RMR Wealth Builders’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

RMR Wealth Builders’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 Q3	$310K	Hold	3,705	–	–	0.02%	250
2026 Q2	$330K	Hold	3,705	–	–	0.02%	244
2026 Q1	$280K	Sell	3,705 -122	-3%	-$9.48K	0.02%	239
2025 Q4	$287K	Hold	3,827	–	–	0.02%	235
2025 Q3	$285K	Sell	3,827 -1,385	-27%	-$99.1K	0.02%	236
2025 Q2	$354K	Buy	+5,212	New	+$330K	0.03%	203

Other funds holding SMLF

Strategic Financial Services Utica, New York $2.27B AUM 12.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

RMR Wealth Builders's SMLF Position: Q3 2026 in Review

RMR Wealth Builders held its iShares US Small Cap Equity Factor ETF (SMLF) position steady in Q3 2026 at 3,705 shares worth $310K. The position accounts for 0.02% of the portfolio, ranked #250.

RMR Wealth Builders first reported a position in SMLF in Q2 2025 and has held it in 6 quarters since. The position peaked at $354K in Q2 2025. 277 funds tracked by Wall St. Rank hold SMLF as of Q3 2026.

RMR Wealth Builders held 3,705 shares of iShares US Small Cap Equity Factor ETF worth $310K as of Q3 2026.
RMR Wealth Builders left its iShares US Small Cap Equity Factor ETF share count unchanged in Q3 2026.
iShares US Small Cap Equity Factor ETF made up 0.02% of RMR Wealth Builders's portfolio in Q3 2026, its #250 holding.
RMR Wealth Builders first reported a position in iShares US Small Cap Equity Factor ETF in Q2 2025 and has held it in 6 quarters since.
RMR Wealth Builders's iShares US Small Cap Equity Factor ETF position peaked at $354K in Q2 2025.
277 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q3 2026.

Based on RMR Wealth Builders's 13F filing for Q3 2026, filed 22 Oct 2026.