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

Physician Wealth Advisors’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	$65.3K	Buy	1,418 +3	+0.2%	+$134	0.01%	387
2026 Q1	$61.7K	Buy	1,415 +4	+0.3%	+$178	0.01%	359
2025 Q4	$61.1K	Buy	1,411 +47	+3%	+$2.02K	0.01%	346
2025 Q3	$58.7K	Buy	1,364 +4	+0.3%	+$170	0.01%	347
2025 Q2	$57.1K	Buy	1,360 +3	+0.2%	+$124	0.01%	324
2025 Q1	$56.2K	Buy	1,357 +4	+0.3%	+$167	0.01%	316
2024 Q4	$56.1K	Buy	+1,353	New	+$57.1K	0.01%	325

Other funds holding SMMV

WMR

Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BWM

Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 23.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

BMCM

Burns Matteson Capital Management Corning, New York $320M AUM 71.11% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Physician Wealth Advisors's SMMV Position: Q2 2026 in Review

Physician Wealth Advisors increased its iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) stake by 0.21% in Q2 2026, buying an estimated $134 and bringing the position to 1,418 shares worth $65.3K. The position accounts for 0.01% of the portfolio, ranked #387.

Physician Wealth Advisors first reported a position in SMMV in Q4 2024 and has held it in 7 quarters since. 48 funds tracked by Wall St. Rank hold SMMV as of Q2 2026.

Physician Wealth Advisors held 1,418 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $65.3K as of Q2 2026.
Physician Wealth Advisors bought 3 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q2 2026, an estimated $134.
iShares MSCI USA Small-Cap Min Vol Factor ETF made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #387 holding.
Physician Wealth Advisors first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q4 2024 and has held it in 7 quarters since.
48 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.