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

CoreCap 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
Q3 		$106K Buy
2,382
+1,011
+74% +$47.2K ﹤0.01% 1081
2026
Q2 		$63.1K Buy
1,371
+852
+164% +$38.1K ﹤0.01% 1300
2026
Q1 		$22.6K Buy
519
+225
+77% +$10K ﹤0.01% 1618
2025
Q4 		$12.7K Buy
294
+201
+216% +$8.62K ﹤0.01% 1862
2025
Q3 		$4K Sell
93
-4
-4% -$170 ﹤0.01% 2223
2025
Q2 		$4.08K Sell
97
-58
-37% -$2.4K ﹤0.01% 2160
2025
Q1 		$6.42K Buy
155
+8
+5% +$334 ﹤0.01% 2007
2024
Q4 		$6.09K Hold
147
– – ﹤0.01% 1929
2024
Q3 		$6K Hold
147
– – ﹤0.01% 1932
2024
Q2 		$5.48K Buy
147
+43
+41% +$1.58K ﹤0.01% 1156
2024
Q1 		$3.9K Buy
+104
New +$3.75K ﹤0.01% 1970
2022
Q4 		$311 Buy
+9
New +$309 ﹤0.01% 2231
2022
Q3 		– Sell
-18
Closed -$1K – 1835
2022
Q2 		$1K Sell
18
-8,283
-100% -$291K ﹤0.01% 2059
2022
Q1 		$309K Buy
8,301
+1,176
+17% +$43.1K 0.02% 404
2021
Q4 		$279K Buy
+7,125
New +$273K 0.02% 462

Other funds holding SMMV

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CoreCap Advisors's SMMV Position: Q3 2026 in Review

CoreCap Advisors increased its iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) stake by 74% in Q3 2026, buying an estimated $47.2K and bringing the position to 2,382 shares worth $106K. The position accounts for ﹤0.01% of the portfolio, ranked #1081.

CoreCap Advisors first reported a position in SMMV in Q4 2021 and has held it in 15 quarters since. The position peaked at $309K in Q1 2022. 2 funds tracked by Wall St. Rank hold SMMV as of Q3 2026.

  • CoreCap Advisors held 2,382 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $106K as of Q3 2026.
  • CoreCap Advisors bought 1,011 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q3 2026, an estimated $47.2K.
  • iShares MSCI USA Small-Cap Min Vol Factor ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1081 holding.
  • CoreCap Advisors first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q4 2021 and has held it in 15 quarters since.
  • CoreCap Advisors's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $309K in Q1 2022.
  • 2 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.