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Planning Strategies Inc.’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Planning Strategies Inc.’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 		$1.31M Buy
+14,720
New +$1.23M 0.82% 23

Other funds holding SMLF

AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
RWM
Reston Wealth Management Reston, Virginia $371M AUM 23.47% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return
FOR
Family Office Research Bethesda, Maryland $267M AUM 27.99% 1-Year Est. Return
AFA
AllGen Financial Advisors Orlando, Florida $458M AUM 16.05% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Planning Strategies Inc.'s SMLF Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in iShares US Small Cap Equity Factor ETF (SMLF) in Q2 2026: 14,720 shares worth $1.31M. The stake represents 0.82% of the portfolio and ranks #23 among its holdings.

94 funds tracked by Wall St. Rank hold SMLF as of Q2 2026.

  • Planning Strategies Inc. held 14,720 shares of iShares US Small Cap Equity Factor ETF worth $1.31M as of Q2 2026.
  • iShares US Small Cap Equity Factor ETF was a new Planning Strategies Inc. position in Q2 2026.
  • iShares US Small Cap Equity Factor ETF made up 0.82% of Planning Strategies Inc.'s portfolio in Q2 2026, its #23 holding.
  • 94 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.