Pacific Center for Financial Services’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Pacific Center for Financial Services’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	$25.1K	Hold	546	–	–	0.01%	256
2026 Q1	$23.8K	Sell	546 -89	-14%	-$3.97K	0.01%	251
2025 Q4	$27.3K	Hold	635	–	–	0.01%	244
2025 Q3	$27.3K	Hold	635	–	–	0.01%	244
2025 Q2	$26.7K	Hold	635	–	–	0.01%	232
2025 Q1	$26.3K	Sell	635 -119	-16%	-$4.96K	0.01%	233
2024 Q4	$31.3K	Hold	754	–	–	0.01%	219
2024 Q3	$30.8K	Hold	754	–	–	0.01%	218
2024 Q2	$28.1K	Sell	754 -80	-10%	-$2.95K	0.01%	222
2024 Q1	$31.2K	Hold	834	–	–	0.01%	216
2023 Q4	$29.8K	Sell	834 -749	-47%	-$25.4K	0.01%	200
2023 Q3	$52.3K	Sell	1,583 -95	-6%	-$3.26K	0.02%	167
2023 Q2	$57.5K	Hold	1,678	–	–	0.02%	154
2023 Q1	$58.2K	Buy	+1,678	New	+$59.3K	0.02%	158
2022 Q3	$43K	Hold	1,339	–	–	0.02%	165
2022 Q2	$46K	Hold	1,339	–	–	0.02%	161
2022 Q1	$50K	Sell	1,339 -309	-19%	-$11.3K	0.02%	162
2021 Q4	$64K	Buy	1,648 +2	+0.1%	+$77	0.03%	150
2021 Q3	$61K	Sell	1,646 -708	-30%	-$26.8K	0.03%	145
2021 Q2	$90K	Buy	2,354 +1	+0%	+$38	0.04%	120
2021 Q1	$87K	Hold	2,353	–	–	0.04%	120
2020 Q4	$80K	Sell	2,353 -2,790	-54%	-$88.6K	0.03%	113
2020 Q3	$150K	Sell	5,143 -1,674	-25%	-$50K	0.06%	66
2020 Q2	$198K	Sell	6,817 -1,975	-22%	-$55.1K	0.1%	53
2020 Q1	$227K	Sell	8,792 -240,933	-96%	-$7.89M	0.14%	42
2019 Q4	$8.86M	Buy	249,725 +3,628	+1%	+$126K	3.89%	8
2019 Q3	$8.45M	Buy	246,097 +14,232	+6%	+$485K	4.13%	8
2019 Q2	$7.73M	Buy	+231,865	New	+$7.61M	3.96%	9

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

Pacific Center for Financial Services's SMMV Position: Q2 2026 in Review

Pacific Center for Financial Services held its iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) position steady in Q2 2026 at 546 shares worth $25.1K. The position accounts for 0.01% of the portfolio, ranked #256.

Pacific Center for Financial Services first reported a position in SMMV in Q2 2019 and has held it in 28 quarters since. The position peaked at $8.86M in Q4 2019. 122 funds tracked by Wall St. Rank hold SMMV as of Q2 2026.

Pacific Center for Financial Services held 546 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $25.1K as of Q2 2026.
Pacific Center for Financial Services 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 Pacific Center for Financial Services's portfolio in Q2 2026, its #256 holding.
Pacific Center for Financial Services first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q2 2019 and has held it in 28 quarters since.
Pacific Center for Financial Services's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $8.86M in Q4 2019.
122 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q2 2026.

Based on Pacific Center for Financial Services's 13F filing for Q2 2026, filed 5 Aug 2026.