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

Fortune Financial 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	$246K	Sell	5,348 -3,634	-40%	-$162K	0.11%	147
2026 Q1	$392K	Sell	8,982 -1,016	-10%	-$45.3K	0.2%	102
2025 Q4	$433K	Sell	9,998 -596	-6%	-$25.6K	0.29%	71
2025 Q3	$456K	Sell	10,594 -2,512	-19%	-$107K	0.34%	64
2025 Q2	$551K	Buy	13,106 +42	+0.3%	+$1.74K	0.44%	58
2025 Q1	$541K	Sell	13,064 -81	-0.6%	-$3.38K	0.47%	56
2024 Q4	$545K	Sell	13,145 -174	-1%	-$7.35K	0.5%	56
2024 Q3	$543K	Sell	13,319 -262	-2%	-$10.3K	0.49%	56
2024 Q2	$507K	Sell	13,581 -26	-0.2%	-$958	0.31%	83
2024 Q1	$510K	Sell	13,607 -381	-3%	-$13.7K	0.32%	84
2023 Q4	$499K	Sell	13,988 -2,978	-18%	-$101K	0.35%	74
2023 Q3	$561K	Sell	16,966 -200	-1%	-$6.86K	0.43%	64
2023 Q2	$588K	Buy	+17,166	New	+$587K	0.44%	61

Other funds holding SMMV

WMR

Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BWM

Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

BMCM

Burns Matteson Capital Management Corning, New York $320M AUM 71.11% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

XPN

XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return

Fortune Financial Advisors's SMMV Position: Q2 2026 in Review

Fortune Financial Advisors reduced its iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) stake by 40% in Q2 2026, selling an estimated $162K and leaving 5,348 shares worth $246K. The position accounts for 0.11% of the portfolio, ranked #147.

Fortune Financial Advisors first reported a position in SMMV in Q2 2023 and has held it in 13 quarters since. The position peaked at $588K in Q2 2023. 43 funds tracked by Wall St. Rank hold SMMV as of Q2 2026.

Fortune Financial Advisors held 5,348 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $246K as of Q2 2026.
Fortune Financial Advisors sold 3,634 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q2 2026, an estimated $162K.
iShares MSCI USA Small-Cap Min Vol Factor ETF made up 0.11% of Fortune Financial Advisors's portfolio in Q2 2026, its #147 holding.
Fortune Financial Advisors first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q2 2023 and has held it in 13 quarters since.
Fortune Financial Advisors's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $588K in Q2 2023.
43 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q2 2026.

Based on Fortune Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.