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

Nova 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	$114K	Sell	2,466 -875	-26%	-$39.1K	0.06%	170
2026 Q1	$146K	Sell	3,341 -1,865	-36%	-$83.1K	0.09%	145
2025 Q4	$226K	Buy	5,206 +7	+0.1%	+$300	0.15%	119
2025 Q3	$224K	Sell	5,199 -2,752	-35%	-$117K	0.16%	119
2025 Q2	$334K	Buy	7,951 +7,660	+2,632%	+$316K	0.25%	100
2025 Q1	$12.1K	Buy	+291	New	+$12.1K	0.01%	323

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

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

Nova Wealth Management reduced its iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) stake by 26% in Q2 2026, selling an estimated $39.1K and leaving 2,466 shares worth $114K. The position accounts for 0.06% of the portfolio, ranked #170.

Nova Wealth Management first reported a position in SMMV in Q1 2025 and has held it in 6 quarters since. The position peaked at $334K in Q2 2025. 122 funds tracked by Wall St. Rank hold SMMV as of Q2 2026.

Nova Wealth Management held 2,466 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $114K as of Q2 2026.
Nova Wealth Management sold 875 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q2 2026, an estimated $39.1K.
iShares MSCI USA Small-Cap Min Vol Factor ETF made up 0.06% of Nova Wealth Management's portfolio in Q2 2026, its #170 holding.
Nova Wealth Management first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q1 2025 and has held it in 6 quarters since.
Nova Wealth Management's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $334K in Q2 2025.
122 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q2 2026.

Based on Nova Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.