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

Leelyn Smith’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	$684K	Hold	14,848	–	–	0.08%	111
2026 Q1	$648K	Sell	14,848 -1,721	-10%	-$76.7K	0.09%	112
2025 Q4	$718K	Sell	16,569 -12,754	-43%	-$547K	0.1%	108
2025 Q3	$1.26M	Buy	29,323 +362	+1%	+$15.4K	0.19%	94
2025 Q2	$1.22M	Hold	28,961	–	–	0.2%	91
2025 Q1	$1.2M	Sell	28,961 -349	-1%	-$14.6K	0.21%	89
2024 Q4	$1.22M	Hold	29,310	–	–	0.22%	89
2024 Q3	$1.2M	Sell	29,310 -55	-0.2%	-$2.16K	0.22%	88
2024 Q2	$1.1M	Sell	29,365 -1,354	-4%	-$49.9K	0.21%	86
2024 Q1	$1.15M	Buy	30,719 +1,354	+5%	+$48.8K	0.23%	86
2023 Q4	$1.05M	Sell	29,365 -2,429	-8%	-$82.2K	0.23%	86
2023 Q3	$1.05M	Sell	31,794 -1,088	-3%	-$37.3K	0.26%	81
2023 Q2	$1.13M	Hold	32,882	–	–	0.27%	80
2023 Q1	$1.14M	Sell	32,882 -26,274	-44%	-$928K	0.29%	73
2022 Q4	$2.05M	Buy	59,156 +22,165	+60%	+$762K	0.56%	60
2022 Q3	$1.18M	Sell	36,991 -11,571	-24%	-$404K	0.41%	64
2022 Q2	$1.66M	Sell	48,562 -3,310	-6%	-$116K	0.43%	61
2022 Q1	$1.93M	Sell	51,872 -891	-2%	-$32.7K	0.5%	58
2021 Q4	$2.06M	Sell	52,763 -1,072	-2%	-$41K	0.55%	52
2021 Q3	$2M	Sell	53,835 -346,672	-87%	-$13.1M	0.58%	49
2021 Q2	$15.2M	Sell	400,507 -5,074	-1%	-$192K	4.49%	5
2021 Q1	$14.9M	Buy	405,581 +53,990	+15%	+$1.95M	4.45%	4
2020 Q4	$13.8M	Sell	351,591 -76,173	-18%	-$2.42M	4.42%	5
2020 Q3	$12.5M	Buy	427,764 +72,632	+20%	+$2.17M	4.41%	5
2020 Q2	$11.4M	Buy	355,132 +88,149	+33%	+$2.46M	4.7%	5
2020 Q1	$6.9M	Sell	266,983 -32,854	-11%	-$1.08M	3.68%	5
2019 Q4	$10.6M	Buy	+299,837	New	+$10.4M	5.12%	4

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

Leelyn Smith's SMMV Position: Q2 2026 in Review

Leelyn Smith held its iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) position steady in Q2 2026 at 14,848 shares worth $684K. The position accounts for 0.08% of the portfolio, ranked #111.

Leelyn Smith first reported a position in SMMV in Q4 2019 and has held it in 27 quarters since. The position peaked at $15.2M in Q2 2021. 122 funds tracked by Wall St. Rank hold SMMV as of Q2 2026.

Leelyn Smith held 14,848 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $684K as of Q2 2026.
Leelyn Smith 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 0.08% of Leelyn Smith's portfolio in Q2 2026, its #111 holding.
Leelyn Smith first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q4 2019 and has held it in 27 quarters since.
Leelyn Smith's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $15.2M 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 Leelyn Smith's 13F filing for Q2 2026, filed 24 Jul 2026.