SHP Wealth Management’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

SHP Wealth Management’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 Q1	$231K	Buy	+3,057	New	+$237K	0.02%	242

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

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

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

ACM

Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AIM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SHP Wealth Management's SMLF Position: Q1 2026 in Review

SHP Wealth Management opened a new position in iShares US Small Cap Equity Factor ETF (SMLF) in Q1 2026: 3,057 shares worth $231K. The stake represents 0.02% of the portfolio and ranks #242 among its holdings.

269 funds tracked by Wall St. Rank hold SMLF as of Q1 2026.

SHP Wealth Management held 3,057 shares of iShares US Small Cap Equity Factor ETF worth $231K as of Q1 2026.
iShares US Small Cap Equity Factor ETF was a new SHP Wealth Management position in Q1 2026.
iShares US Small Cap Equity Factor ETF made up 0.02% of SHP Wealth Management's portfolio in Q1 2026, its #242 holding.
269 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.