Veridan Wealth’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Veridan Wealth’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	$298K	Sell	3,340 -1,600	-32%	-$133K	0.1%	75
2026 Q1	$373K	Buy	4,940 +1,342	+37%	+$104K	0.14%	62
2025 Q4	$269K	Sell	3,598 -18	-0.5%	-$1.34K	0.09%	71
2025 Q3	$269K	Buy	+3,616	New	+$259K	0.09%	70
2025 Q1	$232K	Sell	3,726 -762	-17%	-$51.3K	0.1%	72
2024 Q4	$312K	Buy	+4,488	New	+$311K	0.15%	65
2024 Q2	$245K	Buy	+3,612	New	+$222K	0.1%	73

Other funds holding SMLF

SFS

Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

ACM

Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Veridan Wealth's SMLF Position: Q2 2026 in Review

Veridan Wealth reduced its iShares US Small Cap Equity Factor ETF (SMLF) stake by 32% in Q2 2026, selling an estimated $133K and leaving 3,340 shares worth $298K. The position accounts for 0.1% of the portfolio, ranked #75.

Veridan Wealth first reported a position in SMLF in Q2 2024 and has held it in 7 quarters since. The position peaked at $373K in Q1 2026. 302 funds tracked by Wall St. Rank hold SMLF as of Q2 2026.

Veridan Wealth held 3,340 shares of iShares US Small Cap Equity Factor ETF worth $298K as of Q2 2026.
Veridan Wealth sold 1,600 iShares US Small Cap Equity Factor ETF shares in Q2 2026, an estimated $133K.
iShares US Small Cap Equity Factor ETF made up 0.1% of Veridan Wealth's portfolio in Q2 2026, its #75 holding.
Veridan Wealth first reported a position in iShares US Small Cap Equity Factor ETF in Q2 2024 and has held it in 7 quarters since.
Veridan Wealth's iShares US Small Cap Equity Factor ETF position peaked at $373K in Q1 2026.
302 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q2 2026.

Based on Veridan Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.