Regatta Capital Group’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Regatta Capital 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	$1.41M	Buy	30,632 +3,956	+15%	+$177K	0.19%	79
2026 Q1	$1.16M	Buy	26,676 +4,710	+21%	+$210K	0.18%	86
2025 Q4	$952K	Buy	21,966 +4,056	+23%	+$174K	0.14%	92
2025 Q3	$771K	Buy	17,910 +5,811	+48%	+$247K	0.12%	108
2025 Q2	$508K	Buy	+12,099	New	+$500K	0.09%	136

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

Regatta Capital Group's SMMV Position: Q2 2026 in Review

Regatta Capital Group increased its iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) stake by 15% in Q2 2026, buying an estimated $177K and bringing the position to 30,632 shares worth $1.41M. The position accounts for 0.19% of the portfolio, ranked #79.

Regatta Capital Group first reported a position in SMMV in Q2 2025 and has held it in 5 quarters since. 122 funds tracked by Wall St. Rank hold SMMV as of Q2 2026.

Regatta Capital Group held 30,632 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $1.41M as of Q2 2026.
Regatta Capital Group bought 3,956 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q2 2026, an estimated $177K.
iShares MSCI USA Small-Cap Min Vol Factor ETF made up 0.19% of Regatta Capital Group's portfolio in Q2 2026, its #79 holding.
Regatta Capital Group first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q2 2025 and has held it in 5 quarters since.
122 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q2 2026.

Based on Regatta Capital Group's 13F filing for Q2 2026, filed 12 Aug 2026.