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

Ameritas Investment Partners’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 		$184K Sell
3,988
-57
-1% -$2.55K ﹤0.01% 1447
2026
Q1 		$176K Buy
4,045
+2
+0% +$89 0.01% 1344
2025
Q4 		$175K Buy
4,043
+256
+7% +$11K 0.01% 1340
2025
Q3 		$163K Buy
3,787
+444
+13% +$18.8K 0.01% 1358
2025
Q2 		$140K Buy
3,343
+290
+9% +$12K ﹤0.01% 1513
2025
Q1 		$127K Buy
3,053
+313
+11% +$13.1K ﹤0.01% 1545
2024
Q4 		$114K Buy
2,740
+68
+3% +$2.87K ﹤0.01% 1687
2024
Q3 		$109K Buy
2,672
+585
+28% +$23K ﹤0.01% 1718
2024
Q2 		$77.8K Buy
2,087
+247
+13% +$9.11K ﹤0.01% 1888
2024
Q1 		$68.9K Buy
1,840
+272
+17% +$9.8K ﹤0.01% 1961
2023
Q4 		$56K Buy
1,568
+79
+5% +$2.67K ﹤0.01% 2108
2023
Q3 		$49.2K Buy
1,489
+300
+25% +$10.3K ﹤0.01% 2117
2023
Q2 		$40.8K Buy
1,189
+70
+6% +$2.4K ﹤0.01% 2164
2023
Q1 		$38.8K Buy
1,119
+186
+20% +$6.57K ﹤0.01% 2132
2022
Q4 		$32.3K Buy
933
+7
+0.8% +$241 ﹤0.01% 2321
2022
Q3 		$29K Buy
926
+107
+13% +$3.73K ﹤0.01% 2328
2022
Q2 		$27K Sell
819
-20
-2% -$703 ﹤0.01% 2398
2022
Q1 		$31K Buy
839
+136
+19% +$4.99K ﹤0.01% 2347
2021
Q4 		$27K Buy
703
+10
+1% +$383 ﹤0.01% 2501
2021
Q3 		$25K Sell
693
-116
-14% -$4.4K ﹤0.01% 2583
2021
Q2 		$30K Sell
809
-45
-5% -$1.7K ﹤0.01% 2508
2021
Q1 		$31K Buy
854
+107
+14% +$3.87K ﹤0.01% 2362
2020
Q4 		$25K Buy
747
+271
+57% +$8.6K ﹤0.01% 2358
2020
Q3 		$13K Buy
476
+201
+73% +$6.01K ﹤0.01% 2601
2020
Q2 		$7K Buy
275
+65
+31% +$1.81K ﹤0.01% 2888
2020
Q1 		$5K Buy
+210
New +$6.88K ﹤0.01% 2829

Other funds holding SMMV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
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
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 Investment Partners's SMMV Position: Q2 2026 in Review

Ameritas Investment Partners reduced its iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) stake by 1.4% in Q2 2026, selling an estimated $2.55K and leaving 3,988 shares worth $184K. The position accounts for ﹤0.01% of the portfolio, ranked #1447.

Ameritas Investment Partners first reported a position in SMMV in Q1 2020 and has held it in 26 quarters since. 122 funds tracked by Wall St. Rank hold SMMV as of Q2 2026.

  • Ameritas Investment Partners held 3,988 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $184K as of Q2 2026.
  • Ameritas Investment Partners sold 57 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q2 2026, an estimated $2.55K.
  • iShares MSCI USA Small-Cap Min Vol Factor ETF made up ﹤0.01% of Ameritas Investment Partners's portfolio in Q2 2026, its #1447 holding.
  • Ameritas Investment Partners first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q1 2020 and has held it in 26 quarters since.
  • 122 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q2 2026.

Based on Ameritas Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.