Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Cambridge Investment Research Advisors’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 		$2.22M Sell
48,282
-2,249
-4% -$100K 0.01% 1604
2026
Q1 		$2.2M Sell
50,531
-2,257
-4% -$101K 0.01% 1517
2025
Q4 		$2.29M Sell
52,788
-440
-0.8% -$18.9K 0.01% 1416
2025
Q3 		$2.29M Sell
53,228
-2,397
-4% -$102K 0.01% 1399
2025
Q2 		$2.34M Buy
55,625
+254
+0.5% +$10.5K 0.01% 1317
2025
Q1 		$2.29M Sell
55,371
-38,600
-41% -$1.61M 0.01% 1262
2024
Q4 		$3.9M Sell
93,971
-26,417
-22% -$1.12M 0.01% 944
2024
Q3 		$4.91M Sell
120,388
-17,142
-12% -$674K 0.02% 804
2024
Q2 		$5.13M Sell
137,530
-3,595
-3% -$133K 0.02% 744
2024
Q1 		$5.29M Sell
141,125
-4,050
-3% -$146K 0.02% 711
2023
Q4 		$5.18M Sell
145,175
-1,765
-1% -$59.8K 0.02% 685
2023
Q3 		$4.86M Sell
146,940
-1,587
-1% -$54.5K 0.02% 664
2023
Q2 		$5.09M Buy
148,527
+10,511
+8% +$360K 0.02% 649
2023
Q1 		$4.79M Buy
138,016
+21,664
+19% +$765K 0.02% 651
2022
Q4 		$4.03M Buy
116,352
+11,334
+11% +$390K 0.02% 696
2022
Q3 		$3.35M Sell
105,018
-330
-0.3% -$11.5K 0.02% 763
2022
Q2 		$3.59M Buy
105,348
+1,117
+1% +$39.3K 0.02% 750
2022
Q1 		$3.88M Sell
104,231
-7,498
-7% -$275K 0.02% 767
2021
Q4 		$4.37M Sell
111,729
-3,096
-3% -$119K 0.02% 702
2021
Q3 		$4.26M Sell
114,825
-1,801
-2% -$68.3K 0.02% 679
2021
Q2 		$4.44M Sell
116,626
-4,702
-4% -$178K 0.02% 681
2021
Q1 		$4.47M Buy
121,328
+40,667
+50% +$1.47M 0.02% 609
2020
Q4 		$2.73M Buy
80,661
+8,349
+12% +$265K 0.02% 765
2020
Q3 		$2.11M Sell
72,312
-16,780
-19% -$501K 0.01% 779
2020
Q2 		$2.58M Sell
89,092
-2,145
-2% -$59.8K 0.02% 668
2020
Q1 		$2.36M Buy
91,237
+16,898
+23% +$553K 0.02% 605
2019
Q4 		$2.64M Buy
74,339
+16,417
+28% +$571K 0.02% 668
2019
Q3 		$1.99M Buy
57,922
+30,968
+115% +$1.06M 0.02% 754
2019
Q2 		$898K Buy
26,954
+1,268
+5% +$41.6K 0.01% 1078
2019
Q1 		$828K Buy
+25,686
New +$804K 0.01% 1141
2018
Q4 		– Sell
-7,703
Closed -$252K – 2270
2018
Q3 		$252K Buy
7,703
+480
+7% +$15.5K ﹤0.01% 1906
2018
Q2 		$225K Buy
+7,223
New +$218K ﹤0.01% 1930

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

Cambridge Investment Research Advisors's SMMV Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) stake by 4.5% in Q2 2026, selling an estimated $100K and leaving 48,282 shares worth $2.22M. The position accounts for 0.01% of the portfolio, ranked #1604.

Cambridge Investment Research Advisors first reported a position in SMMV in Q2 2018 and has held it in 32 quarters since. The position peaked at $5.29M in Q1 2024. 122 funds tracked by Wall St. Rank hold SMMV as of Q2 2026.

  • Cambridge Investment Research Advisors held 48,282 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $2.22M as of Q2 2026.
  • Cambridge Investment Research Advisors sold 2,249 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q2 2026, an estimated $100K.
  • iShares MSCI USA Small-Cap Min Vol Factor ETF made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1604 holding.
  • Cambridge Investment Research Advisors first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q2 2018 and has held it in 32 quarters since.
  • Cambridge Investment Research Advisors's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $5.29M in Q1 2024.
  • 122 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.