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 Q3	$960K	Sell	21,591 -808	-4%	-$37.7K	0.06%	123
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

BMCM

Burns Matteson Capital Management Corning, New York $289M AUM 39.67% 1-Year Est. Return

XPN

XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return

MWS

MFA Wealth Services Thousand Oaks, California $169M AUM 13.45% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SAM

S.A. Mason Holland, Michigan $341M AUM 27.24% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Patriot Investment Management Group's SMMV Position: Q3 2026 in Review

Patriot Investment Management Group reduced its iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) stake by 3.6% in Q3 2026, selling an estimated $37.7K and leaving 21,591 shares worth $960K. The position accounts for 0.06% of the portfolio, ranked #123.

Patriot Investment Management Group first reported a position in SMMV in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.03M in Q2 2026. 15 funds tracked by Wall St. Rank hold SMMV as of Q3 2026.

Patriot Investment Management Group held 21,591 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $960K as of Q3 2026.
Patriot Investment Management Group sold 808 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q3 2026, an estimated $37.7K.
iShares MSCI USA Small-Cap Min Vol Factor ETF made up 0.06% of Patriot Investment Management Group's portfolio in Q3 2026, its #123 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 28 quarters since.
Patriot Investment Management Group's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $1.03M in Q2 2026.
15 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q3 2026.

Based on Patriot Investment Management Group's 13F filing for Q3 2026, filed 15 Oct 2026.