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

Professional Financial 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	$240K	Buy	5,215 +43	+0.8%	+$1.92K	0.04%	130
2026 Q1	$226K	Sell	5,172 -2,106	-29%	-$93.9K	0.05%	133
2025 Q4	$315K	Sell	7,278 -71	-1%	-$3.05K	0.06%	99
2025 Q3	$316K	Buy	7,349 +2,503	+52%	+$106K	0.07%	99
2025 Q2	$204K	Buy	+4,846	New	+$200K	0.05%	116
2023 Q2	–	Sell	-57,386	Closed	-$2.13M	–	84
2023 Q1	$2.13M	Buy	57,386 +35,178	+158%	+$1.24M	1.26%	17
2022 Q4	$768K	Sell	22,208 -1,064	-5%	-$36.6K	0.52%	40
2022 Q3	$743K	Sell	23,272 -171	-0.7%	-$5.97K	0.46%	40
2022 Q2	$799K	Sell	23,443 -33,943	-59%	-$1.19M	0.45%	46
2022 Q1	$2.13M	Buy	57,386 +3,637	+7%	+$133K	0.92%	25
2021 Q4	$2.1M	Buy	53,749 +2,306	+4%	+$88.3K	0.91%	20
2021 Q3	$1.91M	Buy	51,443 +2,082	+4%	+$78.9K	1.09%	16
2021 Q2	$1.88M	Buy	49,361 +1,823	+4%	+$69K	1.03%	16
2021 Q1	$1.75M	Buy	47,538 +45,852	+2,720%	+$1.66M	1.09%	16
2020 Q4	$57K	Buy	+1,686	New	+$53.5K	0.04%	119

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

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 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

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

Professional Financial Advisors's SMMV Position: Q2 2026 in Review

Professional Financial Advisors increased its iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) stake by 0.83% in Q2 2026, buying an estimated $1.92K and bringing the position to 5,215 shares worth $240K. The position accounts for 0.04% of the portfolio, ranked #130.

Professional Financial Advisors first reported a position in SMMV in Q4 2020 and has held it in 15 quarters since. The position peaked at $2.13M in Q1 2022. 16 funds tracked by Wall St. Rank hold SMMV as of Q2 2026.

Professional Financial Advisors held 5,215 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $240K as of Q2 2026.
Professional Financial Advisors bought 43 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q2 2026, an estimated $1.92K.
iShares MSCI USA Small-Cap Min Vol Factor ETF made up 0.04% of Professional Financial Advisors's portfolio in Q2 2026, its #130 holding.
Professional Financial Advisors first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q4 2020 and has held it in 15 quarters since.
Professional Financial Advisors's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $2.13M in Q1 2022.
16 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q2 2026.

Based on Professional Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.