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
Q3 		$1.66M Sell
19,559
-2,228
-10% -$194K ﹤0.01% 1807
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

Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Cornerstone Planning Group
Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return
Financial Management Professionals
Financial Management Professionals Austin, Texas $1.06B AUM 13.82% 1-Year Est. Return
Pacific Center for Financial Services
Pacific Center for Financial Services San Ramon, California $477M AUM 12.74% 1-Year Est. Return
YHB Investment Advisors
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
Family Office Research
Family Office Research Bethesda, Maryland $260M AUM 20.53% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
PTM Wealth Management
PTM Wealth Management North Wales, United States $235M AUM 18.9% 1-Year Est. Return

Wealth Enhancement Advisory Services's SMLF Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its iShares US Small Cap Equity Factor ETF (SMLF) stake by 10% in Q3 2026, selling an estimated $194K and leaving 19,559 shares worth $1.66M. The position accounts for ﹤0.01% of the portfolio, ranked #1807.

Wealth Enhancement Advisory Services first reported a position in SMLF in Q3 2023 and has held it in 13 quarters since. The position peaked at $2.2M in Q4 2025. 108 funds tracked by Wall St. Rank hold SMLF as of Q3 2026.

  • Wealth Enhancement Advisory Services held 19,559 shares of iShares US Small Cap Equity Factor ETF worth $1.66M as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 2,228 iShares US Small Cap Equity Factor ETF shares in Q3 2026, an estimated $194K.
  • iShares US Small Cap Equity Factor ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1807 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 13 quarters since.
  • Wealth Enhancement Advisory Services's iShares US Small Cap Equity Factor ETF position peaked at $2.2M in Q4 2025.
  • 108 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.