Prime Capital Investment Advisors’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Prime Capital Investment 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	$811K	Sell	17,613 -881	-5%	-$39.4K	0.01%	572
2026 Q1	$807K	Sell	18,494 -2,194	-11%	-$97.8K	0.01%	554
2025 Q4	$896K	Sell	20,688 -638	-3%	-$27.4K	0.01%	509
2025 Q3	$918K	Sell	21,326 -3,360	-14%	-$143K	0.01%	497
2025 Q2	$1.04M	Sell	24,686 -291	-1%	-$12K	0.01%	463
2025 Q1	$1.04M	Sell	24,977 -271	-1%	-$11.3K	0.01%	492
2024 Q4	$1.05M	Buy	25,248 +186	+0.7%	+$7.86K	0.02%	417
2024 Q3	$1.02M	Sell	25,062 -1,937	-7%	-$76.2K	0.01%	443
2024 Q2	$1.01M	Sell	26,999 -582	-2%	-$21.5K	0.01%	431
2024 Q1	$1.03M	Buy	27,581 +12,102	+78%	+$436K	0.01%	463
2023 Q4	$552K	Buy	+15,479	New	+$524K	0.01%	556

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

Prime Capital Investment Advisors's SMMV Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) stake by 4.8% in Q2 2026, selling an estimated $39.4K and leaving 17,613 shares worth $811K. The position accounts for 0.01% of the portfolio, ranked #572.

Prime Capital Investment Advisors first reported a position in SMMV in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.05M in Q4 2024. 122 funds tracked by Wall St. Rank hold SMMV as of Q2 2026.

Prime Capital Investment Advisors held 17,613 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $811K as of Q2 2026.
Prime Capital Investment Advisors sold 881 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q2 2026, an estimated $39.4K.
iShares MSCI USA Small-Cap Min Vol Factor ETF made up 0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #572 holding.
Prime Capital Investment Advisors first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q4 2023 and has held it in 11 quarters since.
Prime Capital Investment Advisors's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $1.05M in Q4 2024.
122 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.