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 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

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

Harbor Asset Planning's SMMV Position: Q2 2026 in Review

Harbor Asset Planning increased its iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) stake by 0.33% in Q2 2026, buying an estimated $134 and bringing the position to 911 shares worth $42K. The position accounts for 0.03% of the portfolio, ranked #236.

Harbor Asset Planning first reported a position in SMMV in Q2 2025 and has held it in 5 quarters since. 122 funds tracked by Wall St. Rank hold SMMV as of Q2 2026.

Harbor Asset Planning held 911 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $42K as of Q2 2026.
Harbor Asset Planning bought 3 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q2 2026, an estimated $134.
iShares MSCI USA Small-Cap Min Vol Factor ETF made up 0.03% of Harbor Asset Planning's portfolio in Q2 2026, its #236 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 5 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 Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.