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Patriot Investment Management Group’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Patriot Investment Management Group’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 		$1.03M Hold
22,399
– – 0.06% 120
2026
Q1 		$977K Hold
22,399
– – 0.06% 119
2025
Q4 		$971K Hold
22,399
– – 0.06% 114
2025
Q3 		$964K Hold
22,399
– – 0.06% 113
2025
Q2 		$941K Hold
22,399
– – 0.07% 111
2025
Q1 		$928K Sell
22,399
-818
-4% -$34.1K 0.07% 111
2024
Q4 		$963K Buy
23,217
+2,445
+12% +$103K 0.07% 109
2024
Q3 		$847K Hold
20,772
– – 0.06% 123
2024
Q2 		$775K Hold
20,772
– – 0.06% 125
2024
Q1 		$778K Buy
20,772
+1,277
+7% +$46K 0.06% 120
2023
Q4 		$696K Hold
19,495
– – 0.06% 132
2023
Q3 		$644K Buy
19,495
+1,353
+7% +$46.4K 0.06% 133
2023
Q2 		$622K Buy
18,142
+85
+0.5% +$2.91K 0.05% 149
2023
Q1 		$626K Sell
18,057
-445
-2% -$15.7K 0.06% 146
2022
Q4 		$660K Hold
18,502
– – 0.06% 138
2022
Q3 		$590K Buy
18,502
+710
+4% +$24.8K 0.06% 143
2022
Q2 		$606K Buy
17,792
+1,420
+9% +$49.9K 0.06% 146
2022
Q1 		$608K Buy
16,372
+1,415
+9% +$51.9K 0.05% 157
2021
Q4 		$584K Buy
14,957
+585
+4% +$22.4K 0.05% 162
2021
Q3 		$532K Buy
14,372
+941
+7% +$35.7K 0.05% 167
2021
Q2 		$510K Buy
13,431
+1,240
+10% +$47K 0.05% 168
2021
Q1 		$449K Hold
12,191
– – 0.04% 168
2020
Q4 		$413K Hold
12,191
– – 0.06% 132
2020
Q3 		$356K Buy
12,191
+1,630
+15% +$48.7K 0.04% 171
2020
Q2 		$306K Buy
10,561
+865
+9% +$24.1K 0.04% 180
2020
Q1 		$250K Buy
9,696
+3,215
+50% +$105K 0.04% 181
2019
Q4 		$229K Buy
+6,481
New +$225K 0.03% 205

Other funds holding SMMV

BWM
Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
BMCM
Burns Matteson Capital Management Corning, New York $320M AUM 71.11% 1-Year Est. Return
XPN
XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Patriot Investment Management Group's SMMV Position: Q2 2026 in Review

Patriot Investment Management Group held its iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) position steady in Q2 2026 at 22,399 shares worth $1.03M. The position accounts for 0.06% of the portfolio, ranked #120.

Patriot Investment Management Group first reported a position in SMMV in Q4 2019 and has held it in 27 quarters since. 18 funds tracked by Wall St. Rank hold SMMV as of Q2 2026.

  • Patriot Investment Management Group held 22,399 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $1.03M as of Q2 2026.
  • Patriot Investment Management Group 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 0.06% of Patriot Investment Management Group's portfolio in Q2 2026, its #120 holding.
  • Patriot Investment Management Group 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.
  • 18 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q2 2026.

Based on Patriot Investment Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.