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Vantage Financial Partners (Wisconsin)’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Vantage Financial Partners (Wisconsin)’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
Q4 		$901K Buy
12,034
+24
+0.2% +$1.79K 0.18% 73
2025
Q3 		$893K Sell
12,010
-177
-1% -$12.7K 0.19% 71
2025
Q2 		$828K Buy
12,187
+1,248
+11% +$79K 0.19% 76
2025
Q1 		$680K Buy
10,939
+6,204
+131% +$417K 0.17% 81
2024
Q4 		$320K Buy
+4,735
New +$328K 0.08% 128

Other funds holding SMLF

SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s SMLF Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) increased its iShares US Small Cap Equity Factor ETF (SMLF) stake by 0.2% in Q4 2025, buying an estimated $1.79K and bringing the position to 12,034 shares worth $901K. The position accounts for 0.18% of the portfolio, ranked #73.

Vantage Financial Partners (Wisconsin) first reported a position in SMLF in Q4 2024 and has held it in 5 quarters since. 266 funds tracked by Wall St. Rank hold SMLF as of Q4 2025.

  • Vantage Financial Partners (Wisconsin) held 12,034 shares of iShares US Small Cap Equity Factor ETF worth $901K as of Q4 2025.
  • Vantage Financial Partners (Wisconsin) bought 24 iShares US Small Cap Equity Factor ETF shares in Q4 2025, an estimated $1.79K.
  • iShares US Small Cap Equity Factor ETF made up 0.18% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #73 holding.
  • Vantage Financial Partners (Wisconsin) first reported a position in iShares US Small Cap Equity Factor ETF in Q4 2024 and has held it in 5 quarters since.
  • 266 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.