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

Spire 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
2025
Q2 		– Sell
-454
Closed -$28.2K – 2545
2025
Q1 		$28.2K Buy
+454
New +$30.5K ﹤0.01% 1497

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Charles Schwab
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

Spire Wealth Management's SMLF Position: Q2 2025 in Review

Spire Wealth Management sold out of iShares US Small Cap Equity Factor ETF (SMLF) in Q2 2025, closing a stake of 454 shares — an estimated $28.2K sold.

Spire Wealth Management first reported a position in SMLF in Q1 2025 and held it in 1 quarter. The position peaked at $28.2K in Q1 2025. 215 funds tracked by Wall St. Rank hold SMLF as of Q2 2025.

  • Spire Wealth Management reported no remaining iShares US Small Cap Equity Factor ETF position as of Q2 2025 after selling out during the quarter.
  • Spire Wealth Management sold 454 iShares US Small Cap Equity Factor ETF shares in Q2 2025, an estimated $28.2K.
  • Spire Wealth Management first reported a position in iShares US Small Cap Equity Factor ETF in Q1 2025 and held it in 1 quarter.
  • Spire Wealth Management's iShares US Small Cap Equity Factor ETF position peaked at $28.2K in Q1 2025.
  • 215 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q2 2025.

Based on Spire Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.