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United Capital Financial Advisors’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

United Capital Financial 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
Q1 		$5.78M Buy
76,587
+2,645
+4% +$205K 0.04% 336
2025
Q4 		$5.54M Buy
73,942
+3,130
+4% +$233K 0.03% 339
2025
Q3 		$5.26M Sell
70,812
-143
-0.2% -$10.2K 0.04% 300
2025
Q2 		$4.82M Sell
70,955
-13,864
-16% -$878K 0.04% 286
2025
Q1 		$5.27M Buy
84,819
+47
+0.1% +$3.16K 0.05% 267
2024
Q4 		$5.72M Buy
84,772
+385
+0.5% +$26.7K 0.05% 243
2024
Q3 		$5.6M Buy
84,387
+314
+0.4% +$20K 0.05% 244
2024
Q2 		$5.15M Buy
84,073
+724
+0.9% +$44.4K 0.04% 254
2024
Q1 		$5.3M Buy
83,349
+1,004
+1% +$60K 0.04% 274
2023
Q4 		$4.84M Sell
82,345
-17,341
-17% -$913K 0.04% 294
2023
Q3 		$5.16M Sell
99,686
-24,227
-20% -$1.31M 0.03% 295
2023
Q2 		$6.64M Sell
123,913
-22,010
-15% -$1.12M 0.04% 281
2023
Q1 		$7.48M Buy
145,923
+79
+0.1% +$4.14K 0.04% 277
2022
Q4 		$7.24M Sell
145,844
-57
-0% -$2.84K 0.04% 287
2022
Q3 		$6.53M Sell
145,901
-1,127
-0.8% -$55.8K 0.04% 294
2022
Q2 		$6.89M Sell
147,028
-359
-0.2% -$18.3K 0.04% 298
2022
Q1 		$8.04M Buy
147,387
+35,179
+31% +$1.91M 0.04% 305
2021
Q4 		$6.42M Buy
112,208
+4,286
+4% +$242K 0.03% 341
2021
Q3 		$5.8M Buy
107,922
+23,233
+27% +$1.27M 0.03% 355
2021
Q2 		$4.64M Buy
84,689
+9,009
+12% +$486K 0.02% 385
2021
Q1 		$3.97M Buy
75,680
+8,235
+12% +$416K 0.02% 389
2020
Q4 		$3.09M Buy
67,445
+1,500
+2% +$63.1K 0.02% 426
2020
Q3 		$2.46M Sell
65,945
-1,367
-2% -$51.2K 0.02% 454
2020
Q2 		$2.4M Sell
67,312
-10,520
-14% -$351K 0.02% 474
2020
Q1 		$2.32M Buy
77,832
+4,190
+6% +$162K 0.02% 465
2019
Q4 		$3.16M Buy
73,642
+1,203
+2% +$49.8K 0.02% 505
2019
Q3 		$2.89M Sell
72,439
-398
-0.5% -$15.9K 0.02% 517
2019
Q2 		$2.94M Buy
+72,837
New +$2.93M 0.02% 521

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Bank of America
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

United Capital Financial Advisors's SMLF Position: Q1 2026 in Review

United Capital Financial Advisors increased its iShares US Small Cap Equity Factor ETF (SMLF) stake by 3.6% in Q1 2026, buying an estimated $205K and bringing the position to 76,587 shares worth $5.78M. The position accounts for 0.04% of the portfolio, ranked #336.

United Capital Financial Advisors first reported a position in SMLF in Q2 2019 and has held it in 28 quarters since. The position peaked at $8.04M in Q1 2022. 269 funds tracked by Wall St. Rank hold SMLF as of Q1 2026.

  • United Capital Financial Advisors held 76,587 shares of iShares US Small Cap Equity Factor ETF worth $5.78M as of Q1 2026.
  • United Capital Financial Advisors bought 2,645 iShares US Small Cap Equity Factor ETF shares in Q1 2026, an estimated $205K.
  • iShares US Small Cap Equity Factor ETF made up 0.04% of United Capital Financial Advisors's portfolio in Q1 2026, its #336 holding.
  • United Capital Financial Advisors first reported a position in iShares US Small Cap Equity Factor ETF in Q2 2019 and has held it in 28 quarters since.
  • United Capital Financial Advisors's iShares US Small Cap Equity Factor ETF position peaked at $8.04M in Q1 2022.
  • 269 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.