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

Front Row 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	$48.3K	Sell	1,025 -25	-2%	-$1.12K	0.01%	244
2026 Q1	$45.8K	Hold	1,050	–	–	0.02%	230
2025 Q4	$45.5K	Hold	1,050	–	–	0.02%	226
2025 Q3	$45.2K	Hold	1,050	–	–	0.02%	227
2025 Q2	$44.1K	Hold	1,050	–	–	0.02%	226
2025 Q1	$43.5K	Hold	1,050	–	–	0.02%	229
2024 Q4	$43.5K	Hold	1,050	–	–	0.02%	234
2024 Q3	$42.8K	Sell	1,050 -30	-3%	-$1.18K	0.02%	232
2024 Q2	$40.3K	Hold	1,080	–	–	0.01%	292
2024 Q1	$40.4K	Buy	1,080 +30	+3%	+$1.08K	0.02%	285
2023 Q4	$37.5K	Sell	1,050 -30	-3%	-$1.02K	0.02%	199
2023 Q3	$35.9K	Hold	1,080	–	–	0.02%	274
2023 Q2	$37K	Hold	1,080	–	–	0.02%	279
2023 Q1	$37K	Hold	1,080	–	–	0.02%	278
2022 Q4	$37K	Hold	1,080	–	–	0.02%	276
2022 Q3	$35K	Hold	1,080	–	–	0.02%	276
2022 Q2	$37K	Hold	1,080	–	–	0.02%	275
2022 Q1	$40K	Hold	1,080	–	–	0.02%	287
2021 Q4	$42K	Hold	1,080	–	–	0.02%	288
2021 Q3	$40K	Hold	1,080	–	–	0.02%	292
2021 Q2	$40K	Hold	1,080	–	–	0.02%	293
2021 Q1	$40K	Hold	1,080	–	–	0.02%	285
2020 Q4	$37K	Buy	1,080 +500	+86%	+$15.9K	0.02%	287
2020 Q3	$19K	Hold	580	–	–	0.01%	388
2020 Q2	$17K	Hold	580	–	–	0.01%	371
2020 Q1	$16K	Buy	580 +550	+1,833%	+$18K	0.01%	375
2019 Q4	$1K	Hold	30	–	–	﹤0.01%	874
2019 Q3	$1K	Hold	30	–	–	﹤0.01%	881
2019 Q2	$1K	Hold	30	–	–	﹤0.01%	975
2019 Q1	$1K	Buy	+30	New	+$939	﹤0.01%	988

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

Front Row Advisors's SMMV Position: Q2 2026 in Review

Front Row Advisors reduced its iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) stake by 2.4% in Q2 2026, selling an estimated $1.12K and leaving 1,025 shares worth $48.3K. The position accounts for 0.01% of the portfolio, ranked #244.

Front Row Advisors first reported a position in SMMV in Q1 2019 and has held it in 30 quarters since. 122 funds tracked by Wall St. Rank hold SMMV as of Q2 2026.

Front Row Advisors held 1,025 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $48.3K as of Q2 2026.
Front Row Advisors sold 25 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q2 2026, an estimated $1.12K.
iShares MSCI USA Small-Cap Min Vol Factor ETF made up 0.01% of Front Row Advisors's portfolio in Q2 2026, its #244 holding.
Front Row Advisors first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q1 2019 and has held it in 30 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 Front Row Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.