YHB Investment Advisors’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

YHB Investment 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 Q3	$19.2M	Buy	229,923 +7,706	+3%	+$672K	1.21%	21
2026 Q2	$19.8M	Buy	222,217 +32,382	+17%	+$2.7M	1.27%	20
2026 Q1	$14.3M	Buy	189,835 +54,829	+41%	+$4.26M	1.03%	25
2025 Q4	$10.1M	Buy	135,006 +33,090	+32%	+$2.47M	0.7%	36
2025 Q3	$7.58M	Buy	+101,916	New	+$7.29M	0.55%	47

Other funds holding SMLF

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Planning Strategies Lancaster, Pennsylvania $169M AUM

CFG

Cassilly Financial Group Severna Park, Maryland $149M AUM 10.73% 1-Year Est. Return

LWA

LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

YHB Investment Advisors's SMLF Position: Q3 2026 in Review

YHB Investment Advisors increased its iShares US Small Cap Equity Factor ETF (SMLF) stake by 3.5% in Q3 2026, buying an estimated $672K and bringing the position to 229,923 shares worth $19.2M. The position accounts for 1.21% of the portfolio, ranked #21.

YHB Investment Advisors first reported a position in SMLF in Q3 2025 and has held it in 5 quarters since. The position peaked at $19.8M in Q2 2026. 14 funds tracked by Wall St. Rank hold SMLF as of Q3 2026.

YHB Investment Advisors held 229,923 shares of iShares US Small Cap Equity Factor ETF worth $19.2M as of Q3 2026.
YHB Investment Advisors bought 7,706 iShares US Small Cap Equity Factor ETF shares in Q3 2026, an estimated $672K.
iShares US Small Cap Equity Factor ETF made up 1.21% of YHB Investment Advisors's portfolio in Q3 2026, its #21 holding.
YHB Investment Advisors first reported a position in iShares US Small Cap Equity Factor ETF in Q3 2025 and has held it in 5 quarters since.
YHB Investment Advisors's iShares US Small Cap Equity Factor ETF position peaked at $19.8M in Q2 2026.
14 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q3 2026.

Based on YHB Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.