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 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

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

CPG

Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Root Financial Partners's SMLF Position: Q2 2026 in Review

Root Financial Partners sold out of iShares US Small Cap Equity Factor ETF (SMLF) in Q2 2026, closing a stake of 234 shares — an estimated $17.7K sold.

Root Financial Partners first reported a position in SMLF in Q3 2025 and held it in 3 quarters. The position peaked at $17.7K in Q1 2026. 101 funds tracked by Wall St. Rank hold SMLF as of Q2 2026.

Root Financial Partners reported no remaining iShares US Small Cap Equity Factor ETF position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 234 iShares US Small Cap Equity Factor ETF shares in Q2 2026, an estimated $17.7K.
Root Financial Partners first reported a position in iShares US Small Cap Equity Factor ETF in Q3 2025 and held it in 3 quarters.
Root Financial Partners's iShares US Small Cap Equity Factor ETF position peaked at $17.7K in Q1 2026.
101 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.