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 Q3	$548K	Sell	7,081 -852	-11%	-$74.3K	0.01%	804
2026 Q2	$707K	Sell	7,933 -2,897	-27%	-$242K	0.02%	752
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.06B AUM 13.82% 1-Year Est. Return

Clearwater Capital Advisors Hoffman Estates, Illinois $1.39B AUM 12.56% 1-Year Est. Return

Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.12B AUM 13.4% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Sigma Planning Corp's SMLF Position: Q3 2026 in Review

Sigma Planning Corp reduced its iShares US Small Cap Equity Factor ETF (SMLF) stake by 11% in Q3 2026, selling an estimated $74.3K and leaving 7,081 shares worth $548K. The position accounts for 0.01% of the portfolio, ranked #804.

Sigma Planning Corp first reported a position in SMLF in Q1 2024 and has held it in 10 quarters since. The position peaked at $818K in Q1 2026. 171 funds tracked by Wall St. Rank hold SMLF as of Q3 2026.

Sigma Planning Corp held 7,081 shares of iShares US Small Cap Equity Factor ETF worth $548K as of Q3 2026.
Sigma Planning Corp sold 852 iShares US Small Cap Equity Factor ETF shares in Q3 2026, an estimated $74.3K.
iShares US Small Cap Equity Factor ETF made up 0.01% of Sigma Planning Corp's portfolio in Q3 2026, its #804 holding.
Sigma Planning Corp first reported a position in iShares US Small Cap Equity Factor ETF in Q1 2024 and has held it in 10 quarters since.
Sigma Planning Corp's iShares US Small Cap Equity Factor ETF position peaked at $818K in Q1 2026.
171 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.