Janney Montgomery Scott’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Janney Montgomery Scott’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 Q1	–	Sell	-6,093	Closed	-$264K	–	3025
2025 Q4	$264K	Sell	6,093 -430	-7%	-$18.4K	﹤0.01%	2636
2025 Q3	$281K	Sell	6,523 -5,026	-44%	-$213K	﹤0.01%	2533
2025 Q2	$485K	Buy	11,549 +92	+0.8%	+$3.8K	﹤0.01%	2025
2025 Q1	$475K	Sell	11,457 -3,234	-22%	-$135K	﹤0.01%	2018
2024 Q4	$609K	Buy	+14,691	New	+$621K	﹤0.01%	1872
2021 Q4	–	Sell	-15,763	Closed	-$584K	–	2423
2021 Q3	$584K	Buy	+15,763	New	+$597K	﹤0.01%	1559
2021 Q2	–	Sell	-7,717	Closed	-$284K	–	2296
2021 Q1	$284K	Sell	7,717 -591	-7%	-$21.4K	﹤0.01%	1878
2020 Q4	$282K	Buy	+8,308	New	+$264K	﹤0.01%	1921

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Janney Montgomery Scott's SMMV Position: Q1 2026 in Review

Janney Montgomery Scott sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q1 2026, closing a stake of 6,093 shares — an estimated $264K sold.

Janney Montgomery Scott first reported a position in SMMV in Q4 2020 and held it in 8 quarters. The position peaked at $609K in Q4 2024. 120 funds tracked by Wall St. Rank hold SMMV as of Q1 2026.

Janney Montgomery Scott reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q1 2026 after selling out during the quarter.
Janney Montgomery Scott sold 6,093 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q1 2026, an estimated $264K.
Janney Montgomery Scott first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q4 2020 and held it in 8 quarters.
Janney Montgomery Scott's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $609K in Q4 2024.
120 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.