Wealth Enhancement Advisory Services
SMLF icon

Wealth Enhancement Advisory Services’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Wealth Enhancement Advisory Services’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 		$1.91M Buy
21,787
+738
+4% +$61.5K ﹤0.01% 1603
2026
Q1 		$1.6M Sell
21,049
-7,066
-25% -$549K ﹤0.01% 1508
2025
Q4 		$2.2M Buy
28,115
+642
+2% +$47.8K ﹤0.01% 1458
2025
Q3 		$2.04M Buy
27,473
+897
+3% +$64.2K ﹤0.01% 1424
2025
Q2 		$1.86M Sell
26,576
-655
-2% -$41.5K ﹤0.01% 1390
2025
Q1 		$1.69M Buy
27,231
+15,393
+130% +$1.04M ﹤0.01% 1332
2024
Q4 		$799K Sell
11,838
-34
-0.3% -$2.36K ﹤0.01% 1679
2024
Q3 		$788K Buy
11,872
+309
+3% +$19.6K ﹤0.01% 1539
2024
Q2 		$708K Buy
11,563
+961
+9% +$59K ﹤0.01% 1443
2024
Q1 		$674K Sell
10,602
-366
-3% -$21.9K ﹤0.01% 1419
2023
Q4 		$645K Buy
10,968
+5,046
+85% +$266K ﹤0.01% 1363
2023
Q3 		$306K Buy
+5,922
New +$321K ﹤0.01% 1728

Other funds holding SMLF

AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $792M AUM
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
FCA
FLC Capital Advisors Palm Desert, California $622M AUM 22.85% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FWM
FMA Wealth Management Duxbury, Massachusetts $156M AUM 15.22% 1-Year Est. Return

Wealth Enhancement Advisory Services's SMLF Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares US Small Cap Equity Factor ETF (SMLF) stake by 3.5% in Q2 2026, buying an estimated $61.5K and bringing the position to 21,787 shares worth $1.91M. The position accounts for ﹤0.01% of the portfolio, ranked #1603.

Wealth Enhancement Advisory Services first reported a position in SMLF in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.2M in Q4 2025. 48 funds tracked by Wall St. Rank hold SMLF as of Q2 2026.

  • Wealth Enhancement Advisory Services held 21,787 shares of iShares US Small Cap Equity Factor ETF worth $1.91M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 738 iShares US Small Cap Equity Factor ETF shares in Q2 2026, an estimated $61.5K.
  • iShares US Small Cap Equity Factor ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1603 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares US Small Cap Equity Factor ETF in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's iShares US Small Cap Equity Factor ETF position peaked at $2.2M in Q4 2025.
  • 48 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.