Wealthspire Advisors (New York)’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Wealthspire Advisors (New York)’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 Q1	$545K	Buy	7,225 +2	+0%	+$155	﹤0.01%	550
2025 Q4	$541K	Buy	7,223 +122	+2%	+$9.09K	﹤0.01%	584
2025 Q3	$528K	Buy	7,101 +2	+0%	+$143	﹤0.01%	519
2025 Q2	$482K	Sell	7,099 -28	-0.4%	-$1.77K	﹤0.01%	549
2025 Q1	$443K	Sell	7,127 -922	-11%	-$62K	﹤0.01%	548
2024 Q4	$543K	Sell	8,049 -620	-7%	-$43K	0.01%	494
2024 Q3	$575K	Sell	8,669 -624	-7%	-$39.7K	0.01%	462
2024 Q2	$569K	Sell	9,293 -251	-3%	-$15.4K	0.01%	406
2024 Q1	$607K	Sell	9,544 -1,056	-10%	-$63.1K	0.01%	391
2023 Q4	$623K	Sell	10,600 -858	-7%	-$45.2K	0.01%	386
2023 Q3	$593K	Sell	11,458 -438	-4%	-$23.7K	0.01%	363
2023 Q2	$638K	Sell	11,896 -1,300	-10%	-$66.2K	0.01%	322
2023 Q1	$676K	Sell	13,196 -346	-3%	-$18.2K	0.01%	311
2022 Q4	$672K	Buy	13,542 +5	+0%	+$249	0.01%	334
2022 Q3	$606K	Buy	13,537 +212	+2%	+$10.5K	0.01%	301
2022 Q2	$625K	Sell	13,325 -836	-6%	-$42.7K	0.01%	289
2022 Q1	$773K	Sell	14,161 -3,366	-19%	-$183K	0.02%	216
2021 Q4	$1M	Sell	17,527 -60	-0.3%	-$3.39K	0.02%	226
2021 Q3	$945K	Buy	+17,587	New	+$960K	0.02%	253
2021 Q2	–	Sell	-18,173	Closed	-$953K	–	613
2021 Q1	$953K	Buy	+18,173	New	+$918K	0.02%	273

Other funds holding SMLF

SFS

Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

ACM

Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wealthspire Advisors (New York)'s SMLF Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its iShares US Small Cap Equity Factor ETF (SMLF) stake by 0.03% in Q1 2026, buying an estimated $155 and bringing the position to 7,225 shares worth $545K. The position accounts for ﹤0.01% of the portfolio, ranked #550.

Wealthspire Advisors (New York) first reported a position in SMLF in Q1 2021 and has held it in 20 quarters since. The position peaked at $1M in Q4 2021. 269 funds tracked by Wall St. Rank hold SMLF as of Q1 2026.

Wealthspire Advisors (New York) held 7,225 shares of iShares US Small Cap Equity Factor ETF worth $545K as of Q1 2026.
Wealthspire Advisors (New York) bought 2 iShares US Small Cap Equity Factor ETF shares in Q1 2026, an estimated $155.
iShares US Small Cap Equity Factor ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #550 holding.
Wealthspire Advisors (New York) first reported a position in iShares US Small Cap Equity Factor ETF in Q1 2021 and has held it in 20 quarters since.
Wealthspire Advisors (New York)'s iShares US Small Cap Equity Factor ETF position peaked at $1M in Q4 2021.
269 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.