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Triumph Capital Management’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Triumph Capital 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
2026
Q2 		$21.6K Hold
242
– – ﹤0.01% 916
2026
Q1 		$18.3K Buy
242
+90
+59% +$6.99K ﹤0.01% 925
2025
Q4 		$11.4K Buy
+152
New +$11.3K ﹤0.01% 1039

Other funds holding SMLF

AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return
AFA
AllGen Financial Advisors Orlando, Florida $458M AUM 16.05% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $900M AUM
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
FCA
FLC Capital Advisors Palm Desert, California $622M AUM 22.85% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Triumph Capital Management's SMLF Position: Q2 2026 in Review

Triumph Capital Management held its iShares US Small Cap Equity Factor ETF (SMLF) position steady in Q2 2026 at 242 shares worth $21.6K. The position accounts for ﹤0.01% of the portfolio, ranked #916.

Triumph Capital Management first reported a position in SMLF in Q4 2025 and has held it in 3 quarters since. 57 funds tracked by Wall St. Rank hold SMLF as of Q2 2026.

  • Triumph Capital Management held 242 shares of iShares US Small Cap Equity Factor ETF worth $21.6K as of Q2 2026.
  • Triumph Capital Management left its iShares US Small Cap Equity Factor ETF share count unchanged in Q2 2026.
  • iShares US Small Cap Equity Factor ETF made up ﹤0.01% of Triumph Capital Management's portfolio in Q2 2026, its #916 holding.
  • Triumph Capital Management first reported a position in iShares US Small Cap Equity Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 57 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.