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

Capital Analysts LLC’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 		$354K Sell
7,684
-57
-0.7% -$2.55K 0.01% 568
2026
Q1 		$337K Buy
+7,741
New +$345K 0.01% 535

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

Capital Analysts LLC's SMMV Position: Q2 2026 in Review

Capital Analysts LLC reduced its iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) stake by 0.74% in Q2 2026, selling an estimated $2.55K and leaving 7,684 shares worth $354K. The position accounts for 0.01% of the portfolio, ranked #568.

Capital Analysts LLC first reported a position in SMMV in Q1 2026 and has held it in 2 quarters since. 122 funds tracked by Wall St. Rank hold SMMV as of Q2 2026.

  • Capital Analysts LLC held 7,684 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $354K as of Q2 2026.
  • Capital Analysts LLC 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 Capital Analysts LLC's portfolio in Q2 2026, its #568 holding.
  • Capital Analysts LLC first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q1 2026 and has held it in 2 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 Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.