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Sigma Planning Corp’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Sigma Planning Corp’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 		$818K Buy
10,830
+1,797
+20% +$140K 0.02% 654
2025
Q4 		$676K Buy
9,033
+1,400
+18% +$104K 0.02% 688
2025
Q3 		$567K Buy
7,633
+1,046
+16% +$74.8K 0.02% 767
2025
Q2 		$448K Buy
6,587
+372
+6% +$23.5K 0.01% 826
2025
Q1 		$386K Buy
+6,215
New +$418K 0.01% 826
2024
Q4 		– Sell
-6,200
Closed -$411K – 1250
2024
Q3 		$411K Buy
6,200
+735
+13% +$46.7K 0.01% 814
2024
Q2 		$334K Buy
5,465
+953
+21% +$58.5K 0.01% 880
2024
Q1 		$287K Buy
+4,512
New +$269K 0.01% 979

Other funds holding SMLF

SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Bank of America
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sigma Planning Corp's SMLF Position: Q1 2026 in Review

Sigma Planning Corp increased its iShares US Small Cap Equity Factor ETF (SMLF) stake by 20% in Q1 2026, buying an estimated $140K and bringing the position to 10,830 shares worth $818K. The position accounts for 0.02% of the portfolio, ranked #654.

Sigma Planning Corp first reported a position in SMLF in Q1 2024 and has held it in 8 quarters since. 269 funds tracked by Wall St. Rank hold SMLF as of Q1 2026.

  • Sigma Planning Corp held 10,830 shares of iShares US Small Cap Equity Factor ETF worth $818K as of Q1 2026.
  • Sigma Planning Corp bought 1,797 iShares US Small Cap Equity Factor ETF shares in Q1 2026, an estimated $140K.
  • iShares US Small Cap Equity Factor ETF made up 0.02% of Sigma Planning Corp's portfolio in Q1 2026, its #654 holding.
  • Sigma Planning Corp first reported a position in iShares US Small Cap Equity Factor ETF in Q1 2024 and has held it in 8 quarters since.
  • 269 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.