Searcy Financial Services
SMLF icon

Searcy Financial Services’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Searcy Financial Services’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
2025
Q2 		– Sell
-362,787
Closed -$22.6M – 28
2025
Q1 		$22.6M Buy
362,787
+10,263
+3% +$690K 9.76% 4
2024
Q4 		$23.8M Sell
352,524
-1,061
-0.3% -$73.5K 10.99% 3
2024
Q3 		$23.5M Buy
353,585
+5,877
+2% +$374K 11.01% 4
2024
Q2 		$21.3M Buy
+347,708
New +$21.3M 10.62% 4

Other funds holding SMLF

Strategic Financial Services
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Financial Management Professionals
Financial Management Professionals Austin, Texas $1.06B AUM 13.82% 1-Year Est. Return
Ullmann Wealth Partners Group
Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.1B AUM 21.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Clearwater Capital Advisors
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

Searcy Financial Services's SMLF Position: Q2 2025 in Review

Searcy Financial Services sold out of iShares US Small Cap Equity Factor ETF (SMLF) in Q2 2025, closing a stake of 362,787 shares — an estimated $22.6M sold.

Searcy Financial Services first reported a position in SMLF in Q2 2024 and held it in 4 quarters. The position peaked at $23.8M in Q4 2024. 216 funds tracked by Wall St. Rank hold SMLF as of Q2 2025.

  • Searcy Financial Services reported no remaining iShares US Small Cap Equity Factor ETF position as of Q2 2025 after selling out during the quarter.
  • Searcy Financial Services sold 362,787 iShares US Small Cap Equity Factor ETF shares in Q2 2025, an estimated $22.6M.
  • Searcy Financial Services first reported a position in iShares US Small Cap Equity Factor ETF in Q2 2024 and held it in 4 quarters.
  • Searcy Financial Services's iShares US Small Cap Equity Factor ETF position peaked at $23.8M in Q4 2024.
  • 216 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q2 2025.

Based on Searcy Financial Services's 13F filing for Q2 2025, filed 9 Jul 2025.