Wellington Management Group
SMLF icon

Wellington Management Group’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Wellington Management 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
2025
Q4 		– Sell
-207,056
Closed -$15.4M – 2062
2025
Q3 		$15.4M Buy
+207,056
New +$14.8M ﹤0.01% 1129

Other funds holding SMLF

SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Wellington Management Group's SMLF Position: Q4 2025 in Review

Wellington Management Group sold out of iShares US Small Cap Equity Factor ETF (SMLF) in Q4 2025, closing a stake of 207,056 shares — an estimated $15.4M sold.

Wellington Management Group first reported a position in SMLF in Q3 2025 and held it in 1 quarter. The position peaked at $15.4M in Q3 2025. 265 funds tracked by Wall St. Rank hold SMLF as of Q4 2025.

  • Wellington Management Group reported no remaining iShares US Small Cap Equity Factor ETF position as of Q4 2025 after selling out during the quarter.
  • Wellington Management Group sold 207,056 iShares US Small Cap Equity Factor ETF shares in Q4 2025, an estimated $15.4M.
  • Wellington Management Group first reported a position in iShares US Small Cap Equity Factor ETF in Q3 2025 and held it in 1 quarter.
  • Wellington Management Group's iShares US Small Cap Equity Factor ETF position peaked at $15.4M in Q3 2025.
  • 265 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q4 2025.

Based on Wellington Management Group's 13F filing for Q4 2025, filed 17 Feb 2026.