Allworth Financial’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Allworth Financial’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 Q2	$323	Buy	+7	New	+$313	﹤0.01%	4905
2022 Q2	–	Sell	-500	Closed	-$19K	–	2773
2022 Q1	$19K	Hold	500	–	–	﹤0.01%	1286
2021 Q4	$20K	Sell	500 -45	-8%	-$1.72K	﹤0.01%	1130
2021 Q3	$20K	Buy	+545	New	+$20.7K	﹤0.01%	1036

Other funds holding SMMV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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 $369B AUM 28.27% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BWM

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Allworth Financial's SMMV Position: Q2 2026 in Review

Allworth Financial opened a new position in iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q2 2026: 7 shares worth $323. The stake represents ﹤0.01% of the portfolio and ranks #4905 among its holdings. This is a return to the name: Allworth Financial previously reported a position in SMMV as recently as Q1 2022.

Allworth Financial first reported a position in SMMV in Q3 2021 and has held it in 4 quarters since. The position peaked at $20K in Q4 2021. 122 funds tracked by Wall St. Rank hold SMMV as of Q2 2026.

Allworth Financial held 7 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $323 as of Q2 2026.
iShares MSCI USA Small-Cap Min Vol Factor ETF was a new Allworth Financial position in Q2 2026.
iShares MSCI USA Small-Cap Min Vol Factor ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4905 holding.
Allworth Financial first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q3 2021 and has held it in 4 quarters since.
Allworth Financial's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $20K in Q4 2021.
122 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.