Independent Advisor Alliance’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Independent Advisor Alliance’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	–	Sell	-39,215	Closed	-$1.71M	–	1538
2026 Q1	$1.71M	Buy	+39,215	New	+$1.75M	0.02%	608
2025 Q1	–	Sell	-40,155	Closed	-$1.66M	–	1280
2024 Q4	$1.66M	Buy	+40,155	New	+$1.7M	0.02%	566
2020 Q1	–	Sell	-187,065	Closed	-$6.63M	–	794
2019 Q4	$6.63M	Buy	+187,065	New	+$6.51M	0.29%	83

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

Independent Advisor Alliance's SMMV Position: Q2 2026 in Review

Independent Advisor Alliance sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q2 2026, closing a stake of 39,215 shares — an estimated $1.71M sold.

Independent Advisor Alliance first reported a position in SMMV in Q4 2019 and held it in 3 quarters. The position peaked at $6.63M in Q4 2019. 122 funds tracked by Wall St. Rank hold SMMV as of Q2 2026.

Independent Advisor Alliance reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 39,215 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q2 2026, an estimated $1.71M.
Independent Advisor Alliance first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q4 2019 and held it in 3 quarters.
Independent Advisor Alliance's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $6.63M in Q4 2019.
122 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.