Wealthcare Advisory Partners’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$7.79M Buy
87,399
+2,099
+2% +$175K 0.15% 132
2026
Q1
$6.44M Buy
85,300
+1,931
+2% +$150K 0.13% 150
2025
Q4
$6.24M Buy
+83,369
New +$6.21M 0.12% 148

Other funds holding SMLF

Wealthcare Advisory Partners's SMLF Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its iShares US Small Cap Equity Factor ETF (SMLF) stake by 2.5% in Q2 2026, buying an estimated $175K and bringing the position to 87,399 shares worth $7.79M. The position accounts for 0.15% of the portfolio, ranked #132.

Wealthcare Advisory Partners first reported a position in SMLF in Q4 2025 and has held it in 3 quarters since. 301 funds tracked by Wall St. Rank hold SMLF as of Q2 2026.

  • Wealthcare Advisory Partners held 87,399 shares of iShares US Small Cap Equity Factor ETF worth $7.79M as of Q2 2026.
  • Wealthcare Advisory Partners bought 2,099 iShares US Small Cap Equity Factor ETF shares in Q2 2026, an estimated $175K.
  • iShares US Small Cap Equity Factor ETF made up 0.15% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #132 holding.
  • Wealthcare Advisory Partners first reported a position in iShares US Small Cap Equity Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 301 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.