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

Rik Saylor Financial’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	$211K	Sell	4,591 -123	-3%	-$5.5K	0.14%	84
2026 Q1	$206K	Sell	4,714 -73	-2%	-$3.25K	0.16%	81
2025 Q4	$207K	Sell	4,787 -165	-3%	-$7.08K	0.15%	80
2025 Q3	$213K	Sell	4,952 -25	-0.5%	-$1.06K	0.16%	80
2025 Q2	$209K	Sell	4,977 -98	-2%	-$4.05K	0.16%	80
2025 Q1	$210K	Buy	5,075 +3	+0.1%	+$125	0.19%	74
2024 Q4	$210K	Buy	+5,072	New	+$214K	0.19%	75

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

SMA

Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return

Rik Saylor Financial's SMMV Position: Q2 2026 in Review

Rik Saylor Financial reduced its iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) stake by 2.6% in Q2 2026, selling an estimated $5.5K and leaving 4,591 shares worth $211K. The position accounts for 0.14% of the portfolio, ranked #84.

Rik Saylor Financial first reported a position in SMMV in Q4 2024 and has held it in 7 quarters since. The position peaked at $213K in Q3 2025. 59 funds tracked by Wall St. Rank hold SMMV as of Q2 2026.

Rik Saylor Financial held 4,591 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $211K as of Q2 2026.
Rik Saylor Financial sold 123 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q2 2026, an estimated $5.5K.
iShares MSCI USA Small-Cap Min Vol Factor ETF made up 0.14% of Rik Saylor Financial's portfolio in Q2 2026, its #84 holding.
Rik Saylor Financial 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.
Rik Saylor Financial's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $213K in Q3 2025.
59 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q2 2026.

Based on Rik Saylor Financial's 13F filing for Q2 2026, filed 5 Aug 2026.