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Weaver Consulting Group’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Weaver Consulting Group’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 		$431K Buy
5,160
+1,808
+54% +$158K 0.08% 192
2026
Q2 		$299K Buy
+3,352
New +$280K 0.06% 229

Other funds holding SMLF

AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
CFG
Cassilly Financial Group Severna Park, Maryland $149M AUM 10.73% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Weaver Consulting Group's SMLF Position: Q3 2026 in Review

Weaver Consulting Group increased its iShares US Small Cap Equity Factor ETF (SMLF) stake by 54% in Q3 2026, buying an estimated $158K and bringing the position to 5,160 shares worth $431K. The position accounts for 0.08% of the portfolio, ranked #192.

Weaver Consulting Group first reported a position in SMLF in Q2 2026 and has held it in 2 quarters since. 11 funds tracked by Wall St. Rank hold SMLF as of Q3 2026.

  • Weaver Consulting Group held 5,160 shares of iShares US Small Cap Equity Factor ETF worth $431K as of Q3 2026.
  • Weaver Consulting Group bought 1,808 iShares US Small Cap Equity Factor ETF shares in Q3 2026, an estimated $158K.
  • iShares US Small Cap Equity Factor ETF made up 0.08% of Weaver Consulting Group's portfolio in Q3 2026, its #192 holding.
  • Weaver Consulting Group first reported a position in iShares US Small Cap Equity Factor ETF in Q2 2026 and has held it in 2 quarters since.
  • 11 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q3 2026.

Based on Weaver Consulting Group's 13F filing for Q3 2026, filed 7 Oct 2026.