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

Farther Finance 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 		$171K Hold
3,849
– – ﹤0.01% 2427
2026
Q2 		$177K Buy
3,849
+551
+17% +$24.6K ﹤0.01% 2337
2026
Q1 		$145K Sell
3,298
-123
-4% -$5.48K ﹤0.01% 2249
2025
Q4 		$148K Hold
3,421
– – ﹤0.01% 2100
2025
Q3 		$147K Buy
3,421
+3,306
+2,875% +$140K ﹤0.01% 1796
2025
Q2 		$4.83K Buy
+115
New +$4.75K ﹤0.01% 3370

Other funds holding SMMV

PFA
Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Farther Finance Advisors's SMMV Position: Q3 2026 in Review

Farther Finance Advisors held its iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) position steady in Q3 2026 at 3,849 shares worth $171K. The position accounts for ﹤0.01% of the portfolio, ranked #2427.

Farther Finance Advisors first reported a position in SMMV in Q2 2025 and has held it in 6 quarters since. The position peaked at $177K in Q2 2026. 3 funds tracked by Wall St. Rank hold SMMV as of Q3 2026.

  • Farther Finance Advisors held 3,849 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $171K as of Q3 2026.
  • Farther Finance Advisors left its iShares MSCI USA Small-Cap Min Vol Factor ETF share count unchanged in Q3 2026.
  • iShares MSCI USA Small-Cap Min Vol Factor ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2427 holding.
  • Farther Finance Advisors first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q2 2025 and has held it in 6 quarters since.
  • Farther Finance Advisors's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $177K in Q2 2026.
  • 3 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q3 2026.

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