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

Founders Financial Alliance’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	$24.7K	Hold	537	–	–	﹤0.01%	617
2026 Q1	$23.4K	Buy	+537	New	+$23.9K	﹤0.01%	570
2025 Q4	–	Sell	-484	Closed	-$20.8K	–	700
2025 Q3	$20.8K	Buy	+484	New	+$20.5K	﹤0.01%	560
2025 Q2	–	Sell	-484	Closed	-$20.1K	–	607
2025 Q1	$20.1K	Hold	484	–	–	﹤0.01%	493
2024 Q4	$20.1K	Hold	484	–	–	0.01%	441
2024 Q3	$19.7K	Hold	484	–	–	0.01%	453
2024 Q2	$18.1K	Hold	484	–	–	0.01%	442
2024 Q1	$18.1K	Buy	484 +354	+272%	+$12.8K	0.01%	451
2023 Q4	$4.64K	Sell	130 -64	-33%	-$2.17K	﹤0.01%	465
2023 Q3	$6.41K	Hold	194	–	–	﹤0.01%	437
2023 Q2	$6.65K	Buy	194 +158	+439%	+$5.41K	﹤0.01%	462
2023 Q1	$1.23K	Sell	36 -204	-85%	-$7.21K	﹤0.01%	449
2022 Q4	$8.3K	Buy	240 +46	+24%	+$1.58K	﹤0.01%	427
2022 Q3	$6K	Hold	194	–	–	﹤0.01%	436
2022 Q2	$7K	Hold	194	–	–	﹤0.01%	450
2022 Q1	$7K	Buy	194 +13	+7%	+$477	﹤0.01%	407
2021 Q4	$7K	Hold	181	–	–	﹤0.01%	446
2021 Q3	$6K	Buy	181 +153	+546%	+$5.8K	﹤0.01%	420
2021 Q2	$1K	Buy	+28	New	+$1.06K	﹤0.01%	476

Other funds holding SMMV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 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

Founders Financial Alliance's SMMV Position: Q2 2026 in Review

Founders Financial Alliance held its iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) position steady in Q2 2026 at 537 shares worth $24.7K. The position accounts for ﹤0.01% of the portfolio, ranked #617.

Founders Financial Alliance first reported a position in SMMV in Q2 2021 and has held it in 19 quarters since. 122 funds tracked by Wall St. Rank hold SMMV as of Q2 2026.

Founders Financial Alliance held 537 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $24.7K as of Q2 2026.
Founders Financial Alliance left its iShares MSCI USA Small-Cap Min Vol Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Small-Cap Min Vol Factor ETF made up ﹤0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #617 holding.
Founders Financial Alliance first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q2 2021 and has held it in 19 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 Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.