Washington Trust’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Washington Trust’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	$890K	Hold	9,989	–	–	0.03%	169
2026 Q1	$754K	Hold	9,989	–	–	0.03%	172
2025 Q4	$748K	Sell	9,989 -10	-0.1%	-$745	0.02%	164
2025 Q3	$743K	Hold	9,999	–	–	0.02%	164
2025 Q2	$679K	Hold	9,999	–	–	0.02%	167
2025 Q1	$622K	Hold	9,999	–	–	0.02%	167
2024 Q4	$675K	Hold	9,999	–	–	0.02%	173
2024 Q3	$663K	Hold	9,999	–	–	0.02%	183
2024 Q2	$612K	Hold	9,999	–	–	0.02%	188
2024 Q1	$636K	Hold	9,999	–	–	0.02%	179
2023 Q4	$588K	Hold	9,999	–	–	0.02%	185
2023 Q3	$517K	Hold	9,999	–	–	0.02%	171
2023 Q2	$536K	Hold	9,999	–	–	0.02%	175
2023 Q1	$513K	Hold	9,999	–	–	0.02%	178
2022 Q4	$497K	Hold	9,999	–	–	0.02%	178
2022 Q3	$448K	Hold	9,999	–	–	0.02%	172
2022 Q2	$469K	Hold	9,999	–	–	0.02%	170
2022 Q1	$546K	Hold	9,999	–	–	0.02%	171
2021 Q4	$572K	Hold	9,999	–	–	0.02%	172
2021 Q3	$537K	Buy	9,999 +9,331	+1,397%	+$509K	0.02%	215
2021 Q2	$37K	Hold	668	–	–	﹤0.01%	588
2021 Q1	$35K	Sell	668 -1,149	-63%	-$58K	﹤0.01%	583
2020 Q4	$83K	Buy	+1,817	New	+$76.5K	﹤0.01%	402

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

Washington Trust's SMLF Position: Q2 2026 in Review

Washington Trust held its iShares US Small Cap Equity Factor ETF (SMLF) position steady in Q2 2026 at 9,989 shares worth $890K. The position accounts for 0.03% of the portfolio, ranked #169.

Washington Trust first reported a position in SMLF in Q4 2020 and has held it in 23 quarters since. 301 funds tracked by Wall St. Rank hold SMLF as of Q2 2026.

Washington Trust held 9,989 shares of iShares US Small Cap Equity Factor ETF worth $890K as of Q2 2026.
Washington Trust left its iShares US Small Cap Equity Factor ETF share count unchanged in Q2 2026.
iShares US Small Cap Equity Factor ETF made up 0.03% of Washington Trust's portfolio in Q2 2026, its #169 holding.
Washington Trust first reported a position in iShares US Small Cap Equity Factor ETF in Q4 2020 and has held it in 23 quarters since.
301 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q2 2026.

Based on Washington Trust's 13F filing for Q2 2026, filed 3 Aug 2026.