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

IFP 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 		$2.03K Hold
44
– – ﹤0.01% 4223
2026
Q1 		$1.92K Hold
44
– – ﹤0.01% 3980
2025
Q4 		$1.91K Hold
44
– – ﹤0.01% 3862
2025
Q3 		$1.89K Hold
44
– – ﹤0.01% 3720
2025
Q2 		$1.85K Hold
44
– – ﹤0.01% 3929
2025
Q1 		$1.82K Hold
44
– – ﹤0.01% 3170
2024
Q4 		$1.82K Hold
44
– – ﹤0.01% 3135
2024
Q3 		$1.79K Sell
44
-182
-81% -$7.16K ﹤0.01% 2938
2024
Q2 		$8.44K Hold
226
– – ﹤0.01% 2398
2024
Q1 		$8.48K Hold
226
– – ﹤0.01% 2295
2023
Q4 		$8.06K Buy
226
+2
+0.9% +$68 ﹤0.01% 2265
2023
Q3 		$7.41K Sell
224
-343
-60% -$11.8K ﹤0.01% 2375
2023
Q2 		$19.5K Sell
567
-1,011
-64% -$34.6K ﹤0.01% 2013
2023
Q1 		$48.2K Sell
1,578
-220
-12% -$7.77K ﹤0.01% 1590
2022
Q4 		$61K Sell
1,798
-1,786
-50% -$61.4K ﹤0.01% 2103
2022
Q3 		$117K Buy
3,584
+326
+10% +$11.4K ﹤0.01% 1752
2022
Q2 		$107K Hold
3,258
– – ﹤0.01% 1646
2022
Q1 		$107K Buy
3,258
+1,378
+73% +$50.5K ﹤0.01% 1646
2021
Q4 		$81K Sell
1,880
-2,879
-60% -$110K ﹤0.01% 1356
2021
Q3 		$183K Sell
4,759
-4,410
-48% -$167K ﹤0.01% 1001
2021
Q2 		$352K Sell
9,169
-779
-8% -$29.5K 0.01% 667
2021
Q1 		$371K Sell
9,948
-1,080
-10% -$39.1K 0.01% 611
2020
Q4 		$381K Sell
11,028
-7,959
-42% -$253K 0.02% 582
2020
Q3 		$551K Buy
18,987
+2,288
+14% +$68.4K 0.03% 407
2020
Q2 		$478K Buy
16,699
+10,488
+169% +$293K 0.04% 426
2020
Q1 		$161K Buy
6,211
+4,623
+291% +$151K 0.02% 648
2019
Q4 		$56K Buy
+1,588
New +$55.2K ﹤0.01% 1207
2019
Q1 		– Sell
-13,142
Closed -$378K – 3284
2018
Q4 		$378K Buy
13,142
+12,974
+7,723% +$400K 0.02% 637
2018
Q3 		$5K Hold
168
– – ﹤0.01% 3228
2018
Q2 		$5K Buy
+168
New +$5.06K ﹤0.01% 3283

Other funds holding SMMV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
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
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

IFP Advisors's SMMV Position: Q2 2026 in Review

IFP Advisors held its iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) position steady in Q2 2026 at 44 shares worth $2.03K. The position accounts for ﹤0.01% of the portfolio, ranked #4223.

IFP Advisors first reported a position in SMMV in Q2 2018 and has held it in 30 quarters since. The position peaked at $551K in Q3 2020. 122 funds tracked by Wall St. Rank hold SMMV as of Q2 2026.

  • IFP Advisors held 44 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $2.03K as of Q2 2026.
  • IFP Advisors 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 IFP Advisors's portfolio in Q2 2026, its #4223 holding.
  • IFP Advisors first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q2 2018 and has held it in 30 quarters since.
  • IFP Advisors's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $551K in Q3 2020.
  • 122 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.