Wedmont Private Capital’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Wedmont Private Capital’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 Q2	$1.85M	Hold	21,170	–	–	0.05%	202
2026 Q1	$1.66M	Hold	21,170	–	–	0.05%	202
2025 Q4	$1.64M	Hold	21,170	–	–	0.06%	188
2025 Q3	$1.57M	Hold	21,170	–	–	0.06%	199
2025 Q2	$1.48M	Hold	21,170	–	–	0.06%	197
2025 Q1	$1.22M	Buy	+21,170	New	+$1.42M	0.06%	196

Other funds holding SMLF

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

AIM

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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

CPG

Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PCFFS

Pacific Center for Financial Services San Ramon, California $448M AUM 19.78% 1-Year Est. Return

Wedmont Private Capital's SMLF Position: Q2 2026 in Review

Wedmont Private Capital held its iShares US Small Cap Equity Factor ETF (SMLF) position steady in Q2 2026 at 21,170 shares worth $1.85M. The position accounts for 0.05% of the portfolio, ranked #202.

Wedmont Private Capital first reported a position in SMLF in Q1 2025 and has held it in 6 quarters since. 165 funds tracked by Wall St. Rank hold SMLF as of Q2 2026.

Wedmont Private Capital held 21,170 shares of iShares US Small Cap Equity Factor ETF worth $1.85M as of Q2 2026.
Wedmont Private Capital left its iShares US Small Cap Equity Factor ETF share count unchanged in Q2 2026.
iShares US Small Cap Equity Factor ETF made up 0.05% of Wedmont Private Capital's portfolio in Q2 2026, its #202 holding.
Wedmont Private Capital first reported a position in iShares US Small Cap Equity Factor ETF in Q1 2025 and has held it in 6 quarters since.
165 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.