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

SFS

Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AIM

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

FMP

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

UWPG

Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 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. 215 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.
215 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.