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Western Financial Corp’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Western Financial Corp’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 		$248K Buy
2,787
+2
+0.1% +$167 0.07% 116
2026
Q1 		$210K Buy
+2,785
New +$216K 0.08% 119
2025
Q2 		– Sell
-3,571
Closed -$222K – 137
2025
Q1 		$222K Buy
3,571
+2
+0.1% +$135 0.13% 111
2024
Q4 		$241K Buy
3,569
+80
+2% +$5.54K 0.13% 121
2024
Q3 		$231K Sell
3,489
-25
-0.7% -$1.59K 0.13% 113
2024
Q2 		$215K Buy
3,514
+245
+7% +$15K 0.13% 109
2024
Q1 		$208K Buy
+3,269
New +$195K 0.13% 112

Other funds holding SMLF

SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Western Financial Corp's SMLF Position: Q2 2026 in Review

Western Financial Corp increased its iShares US Small Cap Equity Factor ETF (SMLF) stake by 0.07% in Q2 2026, buying an estimated $167 and bringing the position to 2,787 shares worth $248K. The position accounts for 0.07% of the portfolio, ranked #116.

Western Financial Corp first reported a position in SMLF in Q1 2024 and has held it in 7 quarters since. 300 funds tracked by Wall St. Rank hold SMLF as of Q2 2026.

  • Western Financial Corp held 2,787 shares of iShares US Small Cap Equity Factor ETF worth $248K as of Q2 2026.
  • Western Financial Corp bought 2 iShares US Small Cap Equity Factor ETF shares in Q2 2026, an estimated $167.
  • iShares US Small Cap Equity Factor ETF made up 0.07% of Western Financial Corp's portfolio in Q2 2026, its #116 holding.
  • Western Financial Corp first reported a position in iShares US Small Cap Equity Factor ETF in Q1 2024 and has held it in 7 quarters since.
  • 300 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q2 2026.

Based on Western Financial Corp's 13F filing for Q2 2026, filed 22 Jul 2026.