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

Fidelity Investments’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
Q1 		$165K Buy
3,772
+70
+2% +$3.12K ﹤0.01% 3573
2025
Q4 		$160K Buy
3,702
+756
+26% +$32.4K ﹤0.01% 3535
2025
Q3 		$127K Buy
2,946
+590
+25% +$25K ﹤0.01% 3566
2025
Q2 		$99K Sell
2,356
-110
-4% -$4.54K ﹤0.01% 3611
2025
Q1 		$102K Buy
2,466
+168
+7% +$7.01K ﹤0.01% 3544
2024
Q4 		$95.3K Buy
2,298
+173
+8% +$7.31K ﹤0.01% 3569
2024
Q3 		$86.7K Sell
2,125
-180
-8% -$7.08K ﹤0.01% 3539
2024
Q2 		$86K Sell
2,305
-513
-18% -$18.9K ﹤0.01% 3361
2024
Q1 		$106K Buy
2,818
+159
+6% +$5.73K ﹤0.01% 3261
2023
Q4 		$94.9K Buy
2,659
+1,523
+134% +$51.6K ﹤0.01% 3239
2023
Q3 		$37.5K Sell
1,136
-563
-33% -$19.3K ﹤0.01% 3489
2023
Q2 		$58.2K Buy
1,699
+211
+14% +$7.22K ﹤0.01% 3371
2023
Q1 		$51.6K Buy
1,488
+310
+26% +$10.9K ﹤0.01% 3438
2022
Q4 		$40.8K Buy
1,178
+700
+146% +$24.1K ﹤0.01% 3507
2022
Q3 		$15K Sell
478
-607
-56% -$21.2K ﹤0.01% 3959
2022
Q2 		$37K Buy
1,085
+682
+169% +$24K ﹤0.01% 3671
2022
Q1 		$15K Sell
403
-220
-35% -$8.07K ﹤0.01% 4117
2021
Q4 		$24K Sell
623
-140
-18% -$5.36K ﹤0.01% 3416
2021
Q3 		$28K Sell
763
-225
-23% -$8.53K ﹤0.01% 3349
2021
Q2 		$38K Buy
+988
New +$37.4K ﹤0.01% 3233
2021
Q1 		– Sell
-68
Closed -$2K – 4489
2020
Q4 		$2K Buy
+68
New +$2.16K ﹤0.01% 3611
2020
Q3 		– Sell
-158
Closed -$5K – 3967
2020
Q2 		$5K Buy
+158
New +$4.41K ﹤0.01% 3251
2019
Q3 		– Sell
-1
Closed – – 4190
2019
Q2 		$0 Hold
1
– – ﹤0.01% 4142
2019
Q1 		$0 Buy
+1
New +$31 ﹤0.01% 4156

Other funds holding SMMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
WMR
Wealth Management Resources Smithfield, Rhode Island $287M AUM 10.6% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $147B AUM 18.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Fidelity Investments's SMMV Position: Q1 2026 in Review

Fidelity Investments increased its iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) stake by 1.9% in Q1 2026, buying an estimated $3.12K and bringing the position to 3,772 shares worth $165K. The position accounts for ﹤0.01% of the portfolio, ranked #3573.

Fidelity Investments first reported a position in SMMV in Q1 2019 and has held it in 24 quarters since. 120 funds tracked by Wall St. Rank hold SMMV as of Q1 2026.

  • Fidelity Investments held 3,772 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $165K as of Q1 2026.
  • Fidelity Investments bought 70 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q1 2026, an estimated $3.12K.
  • iShares MSCI USA Small-Cap Min Vol Factor ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #3573 holding.
  • Fidelity Investments first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q1 2019 and has held it in 24 quarters since.
  • 120 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.