Harbor Asset Planning
SMMV icon

Harbor Asset Planning’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Harbor Asset Planning’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 		$40.7K Buy
915
+4
+0.4% +$187 0.03% 240
2026
Q2 		$42K Buy
911
+3
+0.3% +$134 0.03% 236
2026
Q1 		$39.6K Buy
908
+4
+0.4% +$178 0.03% 229
2025
Q4 		$39.1K Buy
904
+4
+0.4% +$172 0.03% 216
2025
Q3 		$38.8K Buy
900
+5
+0.6% +$212 0.03% 210
2025
Q2 		$37.6K Buy
+895
New +$37K 0.04% 206

Other funds holding SMMV

Wealth Management Resources
Wealth Management Resources Smithfield, Rhode Island $324M AUM 8.9% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
Armbruster Capital Management
Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return
Regatta Capital Group
Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return
Burns Matteson Capital Management
Burns Matteson Capital Management Corning, New York $289M AUM 39.67% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return
XY Planning Network
XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return
MWS
MFA Wealth Services Thousand Oaks, California $169M AUM 13.45% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Harbor Asset Planning's SMMV Position: Q3 2026 in Review

Harbor Asset Planning increased its iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) stake by 0.44% in Q3 2026, buying an estimated $187 and bringing the position to 915 shares worth $40.7K. The position accounts for 0.03% of the portfolio, ranked #240.

Harbor Asset Planning first reported a position in SMMV in Q2 2025 and has held it in 6 quarters since. The position peaked at $42K in Q2 2026. 39 funds tracked by Wall St. Rank hold SMMV as of Q3 2026.

  • Harbor Asset Planning held 915 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $40.7K as of Q3 2026.
  • Harbor Asset Planning bought 4 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q3 2026, an estimated $187.
  • iShares MSCI USA Small-Cap Min Vol Factor ETF made up 0.03% of Harbor Asset Planning's portfolio in Q3 2026, its #240 holding.
  • Harbor Asset Planning 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.
  • Harbor Asset Planning's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $42K in Q2 2026.
  • 39 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.