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

Lido 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	$228K	Hold	4,959	–	–	﹤0.01%	1894
2026 Q1	$216K	Sell	4,959 -400	-7%	-$17.8K	﹤0.01%	1743
2025 Q4	$231K	Hold	5,359	–	–	﹤0.01%	1697
2025 Q3	$231K	Hold	5,359	–	–	﹤0.01%	1618
2025 Q2	$225K	Hold	5,359	–	–	﹤0.01%	1477
2025 Q1	$222K	Sell	5,359 -151	-3%	-$6.3K	﹤0.01%	1341
2024 Q4	$228K	Buy	+5,510	New	+$233K	﹤0.01%	1329

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

Lido Advisors's SMMV Position: Q2 2026 in Review

Lido Advisors held its iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) position steady in Q2 2026 at 4,959 shares worth $228K. The position accounts for ﹤0.01% of the portfolio, ranked #1894.

Lido Advisors first reported a position in SMMV in Q4 2024 and has held it in 7 quarters since. The position peaked at $231K in Q4 2025. 122 funds tracked by Wall St. Rank hold SMMV as of Q2 2026.

Lido Advisors held 4,959 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $228K as of Q2 2026.
Lido 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 Lido Advisors's portfolio in Q2 2026, its #1894 holding.
Lido Advisors first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q4 2024 and has held it in 7 quarters since.
Lido Advisors's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $231K in Q4 2025.
122 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.