Texas Capital Bank Wealth Management Services’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Texas Capital Bank Wealth Management Services’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	$287K	Hold	3,796	–	–	0.02%	283
2025 Q4	$284K	Hold	3,796	–	–	0.02%	264
2025 Q3	$282K	Hold	3,796	–	–	0.02%	210
2025 Q2	$258K	Buy	+3,796	New	+$240K	0.02%	192

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 $377B AUM 19.32% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 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

Texas Capital Bank Wealth Management Services's SMLF Position: Q1 2026 in Review

Texas Capital Bank Wealth Management Services held its iShares US Small Cap Equity Factor ETF (SMLF) position steady in Q1 2026 at 3,796 shares worth $287K. The position accounts for 0.02% of the portfolio, ranked #283.

Texas Capital Bank Wealth Management Services first reported a position in SMLF in Q2 2025 and has held it in 4 quarters since. 269 funds tracked by Wall St. Rank hold SMLF as of Q1 2026.

Texas Capital Bank Wealth Management Services held 3,796 shares of iShares US Small Cap Equity Factor ETF worth $287K as of Q1 2026.
Texas Capital Bank Wealth Management Services left its iShares US Small Cap Equity Factor ETF share count unchanged in Q1 2026.
iShares US Small Cap Equity Factor ETF made up 0.02% of Texas Capital Bank Wealth Management Services's portfolio in Q1 2026, its #283 holding.
Texas Capital Bank Wealth Management Services first reported a position in iShares US Small Cap Equity Factor ETF in Q2 2025 and has held it in 4 quarters since.
269 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q1 2026.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q1 2026, filed 11 May 2026.