Root Financial Partners’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Root Financial Partners’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	$101K	Buy	+1,205	New	+$105K	﹤0.01%	728
2026 Q2	–	Sell	-234	Closed	-$17.7K	–	2743
2026 Q1	$17.7K	Hold	234	–	–	﹤0.01%	1395
2025 Q4	$17.5K	Buy	234 +1	+0.4%	+$75	﹤0.01%	1241
2025 Q3	$17.3K	Buy	+233	New	+$16.7K	﹤0.01%	1188

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

Root Financial Partners's SMLF Position: Q3 2026 in Review

Root Financial Partners opened a new position in iShares US Small Cap Equity Factor ETF (SMLF) in Q3 2026: 1,205 shares worth $101K. The stake represents ﹤0.01% of the portfolio and ranks #728 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SMLF as recently as Q1 2026.

Root Financial Partners first reported a position in SMLF in Q3 2025 and has held it in 4 quarters since. 277 funds tracked by Wall St. Rank hold SMLF as of Q3 2026.

Root Financial Partners held 1,205 shares of iShares US Small Cap Equity Factor ETF worth $101K as of Q3 2026.
iShares US Small Cap Equity Factor ETF was a new Root Financial Partners position in Q3 2026.
iShares US Small Cap Equity Factor ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #728 holding.
Root Financial Partners first reported a position in iShares US Small Cap Equity Factor ETF in Q3 2025 and has held it in 4 quarters since.
277 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.