SEIA
SMLF icon

Signature Estate & Investment Advisors’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Signature Estate & Investment Advisors’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
Q2 		$475K Sell
5,323
-101
-2% -$8.42K 0.01% 440
2026
Q1 		$409K Sell
5,424
-520
-9% -$40.4K 0.01% 459
2025
Q4 		$445K Sell
5,944
-138
-2% -$10.3K 0.01% 407
2025
Q3 		$452K Sell
6,082
-1,314
-18% -$94K 0.01% 401
2025
Q2 		$503K Sell
7,396
-21,846
-75% -$1.38M 0.01% 356
2025
Q1 		$1.82M Sell
29,242
-3,621
-11% -$244K 0.05% 146
2024
Q4 		$2.22M Sell
32,863
-991
-3% -$68.7K 0.06% 124
2024
Q3 		$2.25M Sell
33,854
-5,079
-13% -$323K 0.05% 118
2024
Q2 		$2.38M Buy
38,933
+20,255
+108% +$1.24M 0.06% 120
2024
Q1 		$1.19M Sell
18,678
-2,211
-11% -$132K 0.03% 87
2023
Q4 		$1.23M Buy
20,889
+601
+3% +$31.6K 0.04% 92
2023
Q3 		$1.05M Sell
20,288
-190
-0.9% -$10.3K 0.04% 94
2023
Q2 		$1.1M Sell
20,478
-1,048
-5% -$53.3K 0.04% 95
2023
Q1 		$1.1M Sell
21,526
-737
-3% -$38.7K 0.04% 90
2022
Q4 		$1.1M Sell
22,263
-2,330
-9% -$116K 0.04% 95
2022
Q3 		$1.1M Buy
24,593
+230
+0.9% +$11.4K 0.05% 90
2022
Q2 		$1.14M Buy
24,363
+368
+2% +$18.8K 0.06% 89
2022
Q1 		$1.31M Sell
23,995
-470
-2% -$25.5K 0.06% 84
2021
Q4 		$1.4M Buy
24,465
+550
+2% +$31.1K 0.06% 82
2021
Q3 		$1.29M Buy
23,915
+2,301
+11% +$126K 0.06% 83
2021
Q2 		$1.19M Buy
21,614
+138
+0.6% +$7.44K 0.05% 86
2021
Q1 		$1.13M Buy
21,476
+92
+0.4% +$4.65K 0.05% 91
2020
Q4 		$978K Buy
21,384
+505
+2% +$21.3K 0.05% 92
2020
Q3 		$778K Buy
+20,879
New +$782K 0.05% 95

Other funds holding SMLF

SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
ACM
Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Signature Estate & Investment Advisors's SMLF Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its iShares US Small Cap Equity Factor ETF (SMLF) stake by 1.9% in Q2 2026, selling an estimated $8.42K and leaving 5,323 shares worth $475K. The position accounts for 0.01% of the portfolio, ranked #440.

Signature Estate & Investment Advisors first reported a position in SMLF in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.38M in Q2 2024. 300 funds tracked by Wall St. Rank hold SMLF as of Q2 2026.

  • Signature Estate & Investment Advisors held 5,323 shares of iShares US Small Cap Equity Factor ETF worth $475K as of Q2 2026.
  • Signature Estate & Investment Advisors sold 101 iShares US Small Cap Equity Factor ETF shares in Q2 2026, an estimated $8.42K.
  • iShares US Small Cap Equity Factor ETF made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #440 holding.
  • Signature Estate & Investment Advisors first reported a position in iShares US Small Cap Equity Factor ETF in Q3 2020 and has held it in 24 quarters since.
  • Signature Estate & Investment Advisors's iShares US Small Cap Equity Factor ETF position peaked at $2.38M in Q2 2024.
  • 300 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.