IHT Wealth Management’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

IHT Wealth Management’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	$385K	Sell	8,353 -105	-1%	-$4.69K	0.01%	929
2026 Q1	$369K	Sell	8,458 -33	-0.4%	-$1.47K	0.01%	936
2025 Q4	$368K	Sell	8,491 -114	-1%	-$4.89K	0.01%	889
2025 Q3	$370K	Sell	8,605 -131	-1%	-$5.56K	0.01%	842
2025 Q2	$367K	Hold	8,736	–	–	0.01%	808
2025 Q1	$362K	Sell	8,736 -189	-2%	-$7.89K	0.01%	787
2024 Q4	$370K	Sell	8,925 -1,569	-15%	-$66.3K	0.01%	790
2024 Q3	$428K	Sell	10,494 -1,093	-9%	-$43K	0.01%	770
2024 Q2	$432K	Sell	11,587 -6,578	-36%	-$242K	0.02%	682
2024 Q1	$680K	Sell	18,165 -9,199	-34%	-$332K	0.03%	539
2023 Q4	$977K	Sell	27,364 -6,527	-19%	-$221K	0.04%	393
2023 Q3	$1.12M	Sell	33,891 -290	-0.8%	-$9.95K	0.06%	324
2023 Q2	$1.17M	Sell	34,181 -182	-0.5%	-$6.23K	0.06%	304
2023 Q1	$1.19M	Buy	34,363 +5	+0%	+$177	0.07%	271
2022 Q4	$1.19M	Buy	34,358 +90	+0.3%	+$3.09K	0.07%	265
2022 Q3	$1.09M	Buy	34,268 +669	+2%	+$23.3K	0.08%	263
2022 Q2	$1.15M	Buy	33,599 +720	+2%	+$25.3K	0.1%	216
2022 Q1	$1.22M	Sell	32,879 -534	-2%	-$19.6K	0.09%	221
2021 Q4	$1.31M	Sell	33,413 -7,024	-17%	-$269K	0.1%	208
2021 Q3	$1.5M	Sell	40,437 -5,905	-13%	-$224K	0.12%	163
2021 Q2	$1.76M	Buy	46,342 +1,662	+4%	+$63K	0.11%	186
2021 Q1	$1.65M	Buy	44,680 +4,646	+12%	+$168K	0.12%	176
2020 Q4	$1.36M	Buy	40,034 +21,423	+115%	+$680K	0.11%	196
2020 Q3	$544K	Buy	+18,611	New	+$556K	0.05%	330
2020 Q2	–	Sell	-37,507	Closed	-$970K	–	633
2020 Q1	$970K	Buy	37,507 +6,274	+20%	+$205K	0.14%	162
2019 Q4	$1.11M	Buy	31,233 +1,348	+5%	+$46.9K	0.13%	176
2019 Q3	$1.03M	Buy	29,885 +5,344	+22%	+$182K	0.14%	167
2019 Q2	$818K	Buy	24,541 +2,508	+11%	+$82.3K	0.12%	203
2019 Q1	$710K	Buy	+22,033	New	+$690K	0.12%	203

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

IHT Wealth Management's SMMV Position: Q2 2026 in Review

IHT Wealth Management reduced its iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) stake by 1.2% in Q2 2026, selling an estimated $4.69K and leaving 8,353 shares worth $385K. The position accounts for 0.01% of the portfolio, ranked #929.

IHT Wealth Management first reported a position in SMMV in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.76M in Q2 2021. 122 funds tracked by Wall St. Rank hold SMMV as of Q2 2026.

IHT Wealth Management held 8,353 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $385K as of Q2 2026.
IHT Wealth Management sold 105 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q2 2026, an estimated $4.69K.
iShares MSCI USA Small-Cap Min Vol Factor ETF made up 0.01% of IHT Wealth Management's portfolio in Q2 2026, its #929 holding.
IHT Wealth Management first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q1 2019 and has held it in 29 quarters since.
IHT Wealth Management's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $1.76M in Q2 2021.
122 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.