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 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

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

RWM

Reston Wealth Management Reston, Virginia $371M AUM 23.47% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return

FOR

Family Office Research Bethesda, Maryland $267M AUM 27.99% 1-Year Est. Return

AFA

AllGen Financial Advisors Orlando, Florida $458M AUM 16.05% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

RMR Wealth Builders's SMLF Position: Q2 2026 in Review

RMR Wealth Builders held its iShares US Small Cap Equity Factor ETF (SMLF) position steady in Q2 2026 at 3,705 shares worth $330K. The position accounts for 0.02% of the portfolio, ranked #244.

RMR Wealth Builders first reported a position in SMLF in Q2 2025 and has held it in 5 quarters since. The position peaked at $354K in Q2 2025. 84 funds tracked by Wall St. Rank hold SMLF as of Q2 2026.

RMR Wealth Builders held 3,705 shares of iShares US Small Cap Equity Factor ETF worth $330K as of Q2 2026.
RMR Wealth Builders left its iShares US Small Cap Equity Factor ETF share count unchanged in Q2 2026.
iShares US Small Cap Equity Factor ETF made up 0.02% of RMR Wealth Builders's portfolio in Q2 2026, its #244 holding.
RMR Wealth Builders first reported a position in iShares US Small Cap Equity Factor ETF in Q2 2025 and has held it in 5 quarters since.
RMR Wealth Builders's iShares US Small Cap Equity Factor ETF position peaked at $354K in Q2 2025.
84 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.