Wolff Wiese Magana’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Wolff Wiese Magana’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	$16K	Hold	180	–	–	0.01%	409
2026 Q1	$13.6K	Hold	180	–	–	0.01%	413
2025 Q4	$13.5K	Hold	180	–	–	0.01%	380
2025 Q3	$13.4K	Hold	180	–	–	0.01%	394
2025 Q2	$12.2K	Hold	180	–	–	0.01%	373
2025 Q1	$11.2K	Hold	180	–	–	0.01%	385
2024 Q4	$12.2K	Hold	180	–	–	0.01%	389
2024 Q3	$11.9K	Hold	180	–	–	0.01%	407
2024 Q2	$11K	Hold	180	–	–	0.01%	308
2024 Q1	$11.4K	Hold	180	–	–	0.01%	278
2023 Q4	$10.6K	Hold	180	–	–	0.01%	276
2023 Q3	$9.31K	Hold	180	–	–	0.01%	357
2023 Q2	$9.65K	Hold	180	–	–	0.01%	362
2023 Q1	$9.23K	Hold	180	–	–	0.01%	363
2022 Q4	$8.94K	Hold	180	–	–	0.01%	343
2022 Q3	$8K	Buy	+180	New	+$8.91K	0.01%	534

Other funds holding SMLF

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

CPG

Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return

Wolff Wiese Magana's SMLF Position: Q2 2026 in Review

Wolff Wiese Magana held its iShares US Small Cap Equity Factor ETF (SMLF) position steady in Q2 2026 at 180 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #409.

Wolff Wiese Magana first reported a position in SMLF in Q3 2022 and has held it in 16 quarters since. 185 funds tracked by Wall St. Rank hold SMLF as of Q2 2026.

Wolff Wiese Magana held 180 shares of iShares US Small Cap Equity Factor ETF worth $16K as of Q2 2026.
Wolff Wiese Magana left its iShares US Small Cap Equity Factor ETF share count unchanged in Q2 2026.
iShares US Small Cap Equity Factor ETF made up 0.01% of Wolff Wiese Magana's portfolio in Q2 2026, its #409 holding.
Wolff Wiese Magana first reported a position in iShares US Small Cap Equity Factor ETF in Q3 2022 and has held it in 16 quarters since.
185 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.