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 Q3	$1.8M	Hold	21,170	–	–	0.04%	231
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

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

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 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

Planning Strategies Lancaster, Pennsylvania $169M AUM

CFG

Cassilly Financial Group Severna Park, Maryland $149M AUM 10.73% 1-Year Est. Return

LWA

LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Wedmont Private Capital's SMLF Position: Q3 2026 in Review

Wedmont Private Capital held its iShares US Small Cap Equity Factor ETF (SMLF) position steady in Q3 2026 at 21,170 shares worth $1.8M. The position accounts for 0.04% of the portfolio, ranked #231.

Wedmont Private Capital first reported a position in SMLF in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.85M in Q2 2026. 14 funds tracked by Wall St. Rank hold SMLF as of Q3 2026.

Wedmont Private Capital held 21,170 shares of iShares US Small Cap Equity Factor ETF worth $1.8M as of Q3 2026.
Wedmont Private Capital left its iShares US Small Cap Equity Factor ETF share count unchanged in Q3 2026.
iShares US Small Cap Equity Factor ETF made up 0.04% of Wedmont Private Capital's portfolio in Q3 2026, its #231 holding.
Wedmont Private Capital first reported a position in iShares US Small Cap Equity Factor ETF in Q1 2025 and has held it in 7 quarters since.
Wedmont Private Capital's iShares US Small Cap Equity Factor ETF position peaked at $1.85M in Q2 2026.
14 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.