Triumph Capital Management
SMLF icon

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
Q3 		$32.6K Buy
390
+148
+61% +$12.9K 0.01% 822
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

Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Cornerstone Planning Group
Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return
Financial Management Professionals
Financial Management Professionals Austin, Texas $1.06B AUM 13.82% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Pacific Center for Financial Services
Pacific Center for Financial Services San Ramon, California $477M AUM 12.74% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
FF
Fox Financial Wyomissing, Pennsylvania $140M AUM 18.32% 1-Year Est. Return
Reston Wealth Management
Reston Wealth Management Reston, Virginia $369M AUM 15% 1-Year Est. Return

Triumph Capital Management's SMLF Position: Q3 2026 in Review

Triumph Capital Management increased its iShares US Small Cap Equity Factor ETF (SMLF) stake by 61% in Q3 2026, buying an estimated $12.9K and bringing the position to 390 shares worth $32.6K. The position accounts for 0.01% of the portfolio, ranked #822.

Triumph Capital Management first reported a position in SMLF in Q4 2025 and has held it in 4 quarters since. 128 funds tracked by Wall St. Rank hold SMLF as of Q3 2026.

  • Triumph Capital Management held 390 shares of iShares US Small Cap Equity Factor ETF worth $32.6K as of Q3 2026.
  • Triumph Capital Management bought 148 iShares US Small Cap Equity Factor ETF shares in Q3 2026, an estimated $12.9K.
  • iShares US Small Cap Equity Factor ETF made up 0.01% of Triumph Capital Management's portfolio in Q3 2026, its #822 holding.
  • Triumph Capital Management first reported a position in iShares US Small Cap Equity Factor ETF in Q4 2025 and has held it in 4 quarters since.
  • 128 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.