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Westover Capital Advisors’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Westover Capital Advisors’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
Q1 		$1.5M Sell
19,885
-84
-0.4% -$6.53K 0.28% 74
2025
Q4 		$1.5M Buy
19,969
+25
+0.1% +$1.86K 0.27% 74
2025
Q3 		$1.48M Sell
19,944
-262
-1% -$18.7K 0.27% 73
2025
Q2 		$1.37M Sell
20,206
-145
-0.7% -$9.18K 0.27% 76
2025
Q1 		$1.27M Sell
20,351
-343
-2% -$23.1K 0.28% 83
2024
Q4 		$1.4M Sell
20,694
-20,782
-50% -$1.44M 0.31% 78
2024
Q3 		$2.75M Buy
41,476
+20,710
+100% +$1.32M 0.53% 43
2024
Q2 		$1.27M Buy
20,766
+117
+0.6% +$7.18K 0.33% 76
2024
Q1 		$1.31M Buy
20,649
+465
+2% +$27.8K 0.38% 67
2023
Q4 		$1.19M Buy
+20,184
New +$1.06M 0.39% 63

Other funds holding SMLF

SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Westover Capital Advisors's SMLF Position: Q1 2026 in Review

Westover Capital Advisors reduced its iShares US Small Cap Equity Factor ETF (SMLF) stake by 0.42% in Q1 2026, selling an estimated $6.53K and leaving 19,885 shares worth $1.5M. The position accounts for 0.28% of the portfolio, ranked #74.

Westover Capital Advisors first reported a position in SMLF in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.75M in Q3 2024. 269 funds tracked by Wall St. Rank hold SMLF as of Q1 2026.

  • Westover Capital Advisors held 19,885 shares of iShares US Small Cap Equity Factor ETF worth $1.5M as of Q1 2026.
  • Westover Capital Advisors sold 84 iShares US Small Cap Equity Factor ETF shares in Q1 2026, an estimated $6.53K.
  • iShares US Small Cap Equity Factor ETF made up 0.28% of Westover Capital Advisors's portfolio in Q1 2026, its #74 holding.
  • Westover Capital Advisors first reported a position in iShares US Small Cap Equity Factor ETF in Q4 2023 and has held it in 10 quarters since.
  • Westover Capital Advisors's iShares US Small Cap Equity Factor ETF position peaked at $2.75M in Q3 2024.
  • 269 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q1 2026.

Based on Westover Capital Advisors's 13F filing for Q1 2026, filed 5 May 2026.