Hazlett, Burt & Watson’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Hazlett, Burt & Watson’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	$3K	Hold	58	–	–	﹤0.01%	824
2026 Q1	$3K	Hold	58	–	–	﹤0.01%	831
2025 Q4	$2K	Buy	58 +1	+2%	+$43	﹤0.01%	869
2025 Q3	$2K	Hold	57	–	–	﹤0.01%	820
2025 Q2	$2K	Hold	57	–	–	﹤0.01%	735
2025 Q1	$2K	Hold	57	–	–	﹤0.01%	737
2024 Q4	$2K	Buy	57 +1	+2%	+$42	﹤0.01%	715
2024 Q3	$2K	Hold	56	–	–	﹤0.01%	693
2024 Q2	$2K	Hold	56	–	–	﹤0.01%	673
2024 Q1	$2K	Hold	56	–	–	﹤0.01%	665
2023 Q4	$2K	Buy	56 +1	+2%	+$34	﹤0.01%	639
2023 Q3	$2K	Hold	55	–	–	﹤0.01%	654
2023 Q2	$2K	Hold	55	–	–	﹤0.01%	623
2023 Q1	$2K	Hold	55	–	–	﹤0.01%	575
2022 Q4	$2K	Buy	55 +1	+2%	+$34	﹤0.01%	578
2022 Q3	$2K	Hold	54	–	–	﹤0.01%	581
2022 Q2	$2K	Buy	+54	New	+$1.9K	﹤0.01%	570

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

Hazlett, Burt & Watson's SMMV Position: Q2 2026 in Review

Hazlett, Burt & Watson held its iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) position steady in Q2 2026 at 58 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #824.

Hazlett, Burt & Watson first reported a position in SMMV in Q2 2022 and has held it in 17 quarters since. 122 funds tracked by Wall St. Rank hold SMMV as of Q2 2026.

Hazlett, Burt & Watson held 58 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $3K as of Q2 2026.
Hazlett, Burt & Watson 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 Hazlett, Burt & Watson's portfolio in Q2 2026, its #824 holding.
Hazlett, Burt & Watson first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q2 2022 and has held it in 17 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 Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.