IFG Advisory’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

IFG Advisory’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	$36.2K	Buy	+786	New	+$35.1K	﹤0.01%	1440

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

IFG Advisory's SMMV Position: Q2 2026 in Review

IFG Advisory opened a new position in iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q2 2026: 786 shares worth $36.2K. The stake represents ﹤0.01% of the portfolio and ranks #1440 among its holdings.

122 funds tracked by Wall St. Rank hold SMMV as of Q2 2026.

IFG Advisory held 786 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $36.2K as of Q2 2026.
iShares MSCI USA Small-Cap Min Vol Factor ETF was a new IFG Advisory position in Q2 2026.
iShares MSCI USA Small-Cap Min Vol Factor ETF made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #1440 holding.
122 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.