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

Wealthcare Advisory Partners’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	$7.33M	Buy	87,715 +316	+0.4%	+$27.6K	0.12%	151
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

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.06B AUM 13.82% 1-Year Est. Return

Pacific Center for Financial Services San Ramon, California $477M AUM 12.74% 1-Year Est. Return

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

Family Office Research Bethesda, Maryland $260M AUM 20.53% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

PTM Wealth Management North Wales, United States $235M AUM 18.9% 1-Year Est. Return

Wealthcare Advisory Partners's SMLF Position: Q3 2026 in Review

Wealthcare Advisory Partners increased its iShares US Small Cap Equity Factor ETF (SMLF) stake by 0.36% in Q3 2026, buying an estimated $27.6K and bringing the position to 87,715 shares worth $7.33M. The position accounts for 0.12% of the portfolio, ranked #151.

Wealthcare Advisory Partners first reported a position in SMLF in Q4 2025 and has held it in 4 quarters since. The position peaked at $7.79M in Q2 2026. 108 funds tracked by Wall St. Rank hold SMLF as of Q3 2026.

Wealthcare Advisory Partners held 87,715 shares of iShares US Small Cap Equity Factor ETF worth $7.33M as of Q3 2026.
Wealthcare Advisory Partners bought 316 iShares US Small Cap Equity Factor ETF shares in Q3 2026, an estimated $27.6K.
iShares US Small Cap Equity Factor ETF made up 0.12% of Wealthcare Advisory Partners's portfolio in Q3 2026, its #151 holding.
Wealthcare Advisory Partners first reported a position in iShares US Small Cap Equity Factor ETF in Q4 2025 and has held it in 4 quarters since.
Wealthcare Advisory Partners's iShares US Small Cap Equity Factor ETF position peaked at $7.79M in Q2 2026.
108 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q3 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2026, filed 21 Oct 2026.