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Wingate Wealth Advisors’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Wingate Wealth 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
Q2 		$9.62M Buy
107,883
+6,456
+6% +$538K 4.24% 3
2026
Q1 		$7.66M Buy
101,427
+7,762
+8% +$603K 4.09% 3
2025
Q4 		$7.01M Buy
93,665
+78,369
+512% +$5.84M 3.91% 4
2025
Q3 		$1.14M Buy
15,296
+5,734
+60% +$410K 0.79% 45
2025
Q2 		$650K Sell
9,562
-1,610
-14% -$102K 0.58% 54
2025
Q1 		$694K Buy
11,172
+1,985
+22% +$134K 0.8% 45
2024
Q4 		$620K Buy
+9,187
New +$636K 0.61% 49

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

Wingate Wealth Advisors's SMLF Position: Q2 2026 in Review

Wingate Wealth Advisors increased its iShares US Small Cap Equity Factor ETF (SMLF) stake by 6.4% in Q2 2026, buying an estimated $538K and bringing the position to 107,883 shares worth $9.62M. The position accounts for 4.24% of the portfolio, ranked #3.

Wingate Wealth Advisors first reported a position in SMLF in Q4 2024 and has held it in 7 quarters since. 300 funds tracked by Wall St. Rank hold SMLF as of Q2 2026.

  • Wingate Wealth Advisors held 107,883 shares of iShares US Small Cap Equity Factor ETF worth $9.62M as of Q2 2026.
  • Wingate Wealth Advisors bought 6,456 iShares US Small Cap Equity Factor ETF shares in Q2 2026, an estimated $538K.
  • iShares US Small Cap Equity Factor ETF made up 4.24% of Wingate Wealth Advisors's portfolio in Q2 2026, its #3 holding.
  • Wingate Wealth Advisors first reported a position in iShares US Small Cap Equity Factor ETF in Q4 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 Wingate Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.