BMCM
SMMV icon

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

Burns Matteson 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 		– Sell
-50,000
Closed -$4.09M – 246
2026
Q1 		$4.09M Buy
+50,000
New +$2.23M 1.5% 15

Other funds holding SMMV

WMR
Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BWM
Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
XPN
XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return
MWS
MFA Wealth Services Thousand Oaks, California $167M AUM 20.54% 1-Year Est. Return

Burns Matteson Capital Management's SMMV Position: Q2 2026 in Review

Burns Matteson Capital Management reduced its iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) stake by 7% in Q2 2026, selling an estimated $103K and leaving 30,570 shares worth $1.41M. The position accounts for 0.44% of the portfolio, ranked #27.

Burns Matteson Capital Management first reported a position in SMMV in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.84M in Q4 2020. 40 funds tracked by Wall St. Rank hold SMMV as of Q2 2026.

  • Burns Matteson Capital Management held 30,570 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $1.41M as of Q2 2026.
  • Burns Matteson Capital Management sold 2,316 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q2 2026, an estimated $103K.
  • iShares MSCI USA Small-Cap Min Vol Factor ETF made up 0.44% of Burns Matteson Capital Management's portfolio in Q2 2026, its #27 holding.
  • Burns Matteson Capital Management first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q4 2020 and has held it in 23 quarters since.
  • Burns Matteson Capital Management's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $1.84M in Q4 2020.
  • 40 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q2 2026.

Based on Burns Matteson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.