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 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

BWM

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

BMCM

Burns Matteson Capital Management Corning, New York $320M AUM 71.11% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

XPN

XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return

AWC

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Armbruster Capital Management's SMMV Position: Q2 2026 in Review

Armbruster Capital Management reduced its iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) stake by 8% in Q2 2026, selling an estimated $167K and leaving 42,800 shares worth $1.97M. The position accounts for 0.29% of the portfolio, ranked #43.

Armbruster Capital Management first reported a position in SMMV in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.03M in Q1 2026. 16 funds tracked by Wall St. Rank hold SMMV as of Q2 2026.

Armbruster Capital Management held 42,800 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $1.97M as of Q2 2026.
Armbruster Capital Management sold 3,740 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q2 2026, an estimated $167K.
iShares MSCI USA Small-Cap Min Vol Factor ETF made up 0.29% of Armbruster Capital Management's portfolio in Q2 2026, its #43 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 17 quarters since.
Armbruster Capital Management's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $2.03M in Q1 2026.
16 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q2 2026.

Based on Armbruster Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.