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

WCG Wealth 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 Q2	$13.6M	Buy	152,433 +2,097	+1%	+$175K	0.32%	81
2026 Q1	$11.3M	Buy	150,336 +3,996	+3%	+$310K	0.32%	85
2025 Q4	$11M	Buy	146,340 +8,073	+6%	+$602K	0.31%	82
2025 Q3	$10.3M	Buy	138,267 +14,376	+12%	+$1.03M	0.64%	45
2025 Q2	$8.42M	Buy	123,891 +3,359	+3%	+$213K	0.54%	52
2025 Q1	$7.49M	Buy	120,532 +6,897	+6%	+$464K	0.57%	53
2024 Q4	$7.67M	Buy	113,635 +4,944	+5%	+$343K	0.51%	62
2024 Q3	$7.21M	Buy	+108,691	New	+$6.91M	0.49%	67

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

WCG Wealth Advisors's SMLF Position: Q2 2026 in Review

WCG Wealth Advisors increased its iShares US Small Cap Equity Factor ETF (SMLF) stake by 1.4% in Q2 2026, buying an estimated $175K and bringing the position to 152,433 shares worth $13.6M. The position accounts for 0.32% of the portfolio, ranked #81.

WCG Wealth Advisors first reported a position in SMLF in Q3 2024 and has held it in 8 quarters since. 300 funds tracked by Wall St. Rank hold SMLF as of Q2 2026.

WCG Wealth Advisors held 152,433 shares of iShares US Small Cap Equity Factor ETF worth $13.6M as of Q2 2026.
WCG Wealth Advisors bought 2,097 iShares US Small Cap Equity Factor ETF shares in Q2 2026, an estimated $175K.
iShares US Small Cap Equity Factor ETF made up 0.32% of WCG Wealth Advisors's portfolio in Q2 2026, its #81 holding.
WCG Wealth Advisors first reported a position in iShares US Small Cap Equity Factor ETF in Q3 2024 and has held it in 8 quarters since.
300 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.