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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
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 $2.1B 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

Veridan Wealth's SMLF Position: Q1 2026 in Review

Veridan Wealth increased its iShares US Small Cap Equity Factor ETF (SMLF) stake by 37% in Q1 2026, buying an estimated $104K and bringing the position to 4,940 shares worth $373K. The position accounts for 0.14% of the portfolio, ranked #62.

Veridan Wealth first reported a position in SMLF in Q2 2024 and has held it in 6 quarters since. 269 funds tracked by Wall St. Rank hold SMLF as of Q1 2026.

  • Veridan Wealth held 4,940 shares of iShares US Small Cap Equity Factor ETF worth $373K as of Q1 2026.
  • Veridan Wealth bought 1,342 iShares US Small Cap Equity Factor ETF shares in Q1 2026, an estimated $104K.
  • iShares US Small Cap Equity Factor ETF made up 0.14% of Veridan Wealth's portfolio in Q1 2026, its #62 holding.
  • Veridan Wealth first reported a position in iShares US Small Cap Equity Factor ETF in Q2 2024 and has held it in 6 quarters since.
  • 269 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q1 2026.

Based on Veridan Wealth's 13F filing for Q1 2026, filed 15 May 2026.