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

ORG Wealth Partners’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	$20.7K	Buy	449 +41	+10%	+$1.83K	﹤0.01%	436
2026 Q1	$17.8K	Sell	408 -228	-36%	-$10.2K	﹤0.01%	427
2025 Q4	$27.6K	Buy	636 +58	+10%	+$2.49K	0.01%	364
2025 Q3	$24.9K	Buy	578 +50	+9%	+$2.12K	0.01%	370
2025 Q2	$22.3K	Hold	528	–	–	0.01%	421
2025 Q1	$22K	Buy	+528	New	+$22K	0.01%	438

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

ORG Wealth Partners's SMMV Position: Q2 2026 in Review

ORG Wealth Partners increased its iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) stake by 10% in Q2 2026, buying an estimated $1.83K and bringing the position to 449 shares worth $20.7K. The position accounts for ﹤0.01% of the portfolio, ranked #436.

ORG Wealth Partners first reported a position in SMMV in Q1 2025 and has held it in 6 quarters since. The position peaked at $27.6K in Q4 2025. 122 funds tracked by Wall St. Rank hold SMMV as of Q2 2026.

ORG Wealth Partners held 449 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $20.7K as of Q2 2026.
ORG Wealth Partners bought 41 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q2 2026, an estimated $1.83K.
iShares MSCI USA Small-Cap Min Vol Factor ETF made up ﹤0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #436 holding.
ORG Wealth Partners 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.
ORG Wealth Partners's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $27.6K 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 ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.