Armbruster Capital Management
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Armbruster Capital Management’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Armbruster Capital Management’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
Q3 		$1.88M Sell
42,370
-430
-1% -$20.1K 0.28% 44
2026
Q2 		$1.97M Sell
42,800
-3,740
-8% -$167K 0.29% 43
2026
Q1 		$2.03M Buy
46,540
+650
+1% +$29K 0.33% 42
2025
Q4 		$1.99M Sell
45,890
-810
-2% -$34.7K 0.33% 43
2025
Q3 		$2.01M Sell
46,700
-650
-1% -$27.6K 0.34% 43
2025
Q2 		$1.99M Buy
47,350
+7,075
+18% +$292K 0.36% 41
2025
Q1 		$1.67M Buy
40,275
+575
+1% +$24K 0.33% 42
2024
Q4 		$1.65M Sell
39,700
-75
-0.2% -$3.17K 0.33% 44
2024
Q3 		$1.62M Sell
39,775
-700
-2% -$27.5K 0.32% 46
2024
Q2 		$1.51M Sell
40,475
-650
-2% -$24K 0.31% 44
2024
Q1 		$1.54M Buy
41,125
+150
+0.4% +$5.41K 0.33% 39
2023
Q4 		$1.46M Buy
40,975
+8,400
+26% +$284K 0.33% 40
2023
Q3 		$1.08M Buy
32,575
+11,900
+58% +$408K 0.27% 43
2023
Q2 		$709K Hold
20,675
– – 0.17% 52
2023
Q1 		$717K Buy
20,675
+575
+3% +$20.3K 0.18% 51
2022
Q4 		$695K Buy
20,100
+175
+0.9% +$6.01K 0.18% 48
2022
Q3 		$636K Buy
19,925
+9,825
+97% +$343K 0.18% 55
2022
Q2 		$344K Buy
+10,100
New +$355K 0.09% 86

Other funds holding SMMV

Wealth Management Resources
Wealth Management Resources Smithfield, Rhode Island $324M AUM 8.9% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
Burns Matteson Capital Management
Burns Matteson Capital Management Corning, New York $289M AUM 39.67% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return
XY Planning Network
XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return
MWS
MFA Wealth Services Thousand Oaks, California $169M AUM 13.45% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Adamsbrown Wealth Consultants
Adamsbrown Wealth Consultants Wichita, Kansas $548M AUM 16.52% 1-Year Est. Return
Opulen Financial Group
Opulen Financial Group Arlington, Virginia $163M AUM 13.69% 1-Year Est. Return

Armbruster Capital Management's SMMV Position: Q3 2026 in Review

Armbruster Capital Management reduced its iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) stake by 1% in Q3 2026, selling an estimated $20.1K and leaving 42,370 shares worth $1.88M. The position accounts for 0.28% of the portfolio, ranked #44.

Armbruster Capital Management first reported a position in SMMV in Q2 2022 and has held it in 18 quarters since. The position peaked at $2.03M in Q1 2026. 24 funds tracked by Wall St. Rank hold SMMV as of Q3 2026.

  • Armbruster Capital Management held 42,370 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $1.88M as of Q3 2026.
  • Armbruster Capital Management sold 430 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q3 2026, an estimated $20.1K.
  • iShares MSCI USA Small-Cap Min Vol Factor ETF made up 0.28% of Armbruster Capital Management's portfolio in Q3 2026, its #44 holding.
  • Armbruster Capital Management first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q2 2022 and has held it in 18 quarters since.
  • Armbruster Capital Management's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $2.03M in Q1 2026.
  • 24 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q3 2026.

Based on Armbruster Capital Management's 13F filing for Q3 2026, filed 19 Oct 2026.