Advisory Services Network’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Advisory Services Network’s Portfolio SMMV Stock Details SMMV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.08M	Buy	70,653 +35,012	+98%	+$1.56M	0.04%	476
2025 Q4	$1.54M	Buy	35,641 +9,224	+35%	+$396K	0.02%	713
2025 Q3	$1.14M	Buy	26,417 +1,654	+7%	+$70.2K	0.02%	803
2025 Q2	$1.03M	Buy	+24,763	New	+$1.02M	0.02%	814
2024 Q1	–	Sell	-245	Closed	-$8.74K	–	3338
2023 Q4	$8.74K	Buy	+245	New	+$8.29K	﹤0.01%	2916
2023 Q2	–	Sell	-255	Closed	-$8.84K	–	3336
2023 Q1	$8.84K	Sell	255 -187	-42%	-$6.61K	﹤0.01%	2926
2022 Q4	$15.3K	Buy	+442	New	+$15.2K	﹤0.01%	2644
2021 Q3	–	Sell	-191	Closed	-$7K	–	2963
2021 Q2	$7K	Buy	+191	New	+$7.23K	﹤0.01%	2965
2020 Q2	–	Sell	-550	Closed	-$14K	–	2487
2020 Q1	$14K	Buy	550 +55	+11%	+$1.8K	﹤0.01%	2083
2019 Q4	$18K	Buy	495 +211	+74%	+$7.34K	﹤0.01%	2078
2019 Q3	$9K	Hold	284	–	–	﹤0.01%	2221
2019 Q2	$9K	Buy	+284	New	+$9.32K	﹤0.01%	2219

Other funds holding SMMV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

WMR

Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BWM

Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Advisory Services Network's SMMV Position: Q1 2026 in Review

Advisory Services Network increased its iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) stake by 98% in Q1 2026, buying an estimated $1.56M and bringing the position to 70,653 shares worth $3.08M. The position accounts for 0.04% of the portfolio, ranked #476.

Advisory Services Network first reported a position in SMMV in Q2 2019 and has held it in 12 quarters since. 120 funds tracked by Wall St. Rank hold SMMV as of Q1 2026.

Advisory Services Network held 70,653 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $3.08M as of Q1 2026.
Advisory Services Network bought 35,012 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q1 2026, an estimated $1.56M.
iShares MSCI USA Small-Cap Min Vol Factor ETF made up 0.04% of Advisory Services Network's portfolio in Q1 2026, its #476 holding.
Advisory Services Network first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q2 2019 and has held it in 12 quarters since.
120 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.