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

Ameritas Advisory Services’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	$253K	Buy	+5,494	New	+$245K	0.01%	1010
2025 Q4	–	Sell	-3,957	Closed	-$170K	–	1936
2025 Q3	$170K	Buy	3,957 +784	+25%	+$33.3K	0.01%	663
2025 Q2	$133K	Sell	3,173 -2,880	-48%	-$119K	0.01%	875
2025 Q1	$251K	Sell	6,053 -431	-7%	-$18K	0.01%	748
2024 Q4	$269K	Buy	6,484 +11	+0.2%	+$465	0.01%	753
2024 Q3	$264K	Buy	6,473 +26	+0.4%	+$1.02K	0.01%	718
2024 Q2	$240K	Buy	+6,447	New	+$238K	0.01%	805
2024 Q1	–	Sell	-6,879	Closed	-$246K	–	907
2023 Q4	$246K	Sell	6,879 -5,014	-42%	-$170K	0.01%	611
2023 Q3	$393K	Buy	11,893 +3,364	+39%	+$115K	0.02%	560
2023 Q2	$289K	Sell	8,529 -12,202	-59%	-$418K	0.04%	413
2023 Q1	$721K	Sell	20,731 -6,871	-25%	-$243K	0.04%	389
2022 Q4	$955K	Sell	27,602 -18,569	-40%	-$638K	0.04%	360
2022 Q3	$1.47M	Sell	46,171 -19,583	-30%	-$683K	0.09%	224
2022 Q2	$2.24M	Sell	65,754 -32,846	-33%	-$1.15M	0.13%	165
2022 Q1	$3.67M	Sell	98,600 -45,623	-32%	-$1.67M	0.13%	122
2021 Q4	$5.64M	Buy	+144,223	New	+$5.52M	0.21%	88

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

Ameritas Advisory Services's SMMV Position: Q2 2026 in Review

Ameritas Advisory Services opened a new position in iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q2 2026: 5,494 shares worth $253K. The stake represents 0.01% of the portfolio and ranks #1010 among its holdings. This is a return to the name: Ameritas Advisory Services previously reported a position in SMMV as recently as Q3 2025.

Ameritas Advisory Services first reported a position in SMMV in Q4 2021 and has held it in 16 quarters since. The position peaked at $5.64M in Q4 2021. 122 funds tracked by Wall St. Rank hold SMMV as of Q2 2026.

Ameritas Advisory Services held 5,494 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $253K as of Q2 2026.
iShares MSCI USA Small-Cap Min Vol Factor ETF was a new Ameritas Advisory Services position in Q2 2026.
iShares MSCI USA Small-Cap Min Vol Factor ETF made up 0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #1010 holding.
Ameritas Advisory Services first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q4 2021 and has held it in 16 quarters since.
Ameritas Advisory Services's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $5.64M 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 Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.