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

Root Financial Partners’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
Q3 		$23.7K Buy
+533
New +$24.9K ﹤0.01% 1466
2026
Q2 		– Sell
-533
Closed -$23.2K – 2746
2026
Q1 		$23.2K Sell
533
-87
-14% -$3.88K ﹤0.01% 1235
2025
Q4 		$26.9K Buy
620
+3
+0.5% +$129 ﹤0.01% 1017
2025
Q3 		$26.6K Buy
+617
New +$26.2K ﹤0.01% 967

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UBS Group
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Root Financial Partners's SMMV Position: Q3 2026 in Review

Root Financial Partners opened a new position in iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q3 2026: 533 shares worth $23.7K. The stake represents ﹤0.01% of the portfolio and ranks #1466 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SMMV as recently as Q1 2026.

Root Financial Partners first reported a position in SMMV in Q3 2025 and has held it in 4 quarters since. The position peaked at $26.9K in Q4 2025. 102 funds tracked by Wall St. Rank hold SMMV as of Q3 2026.

  • Root Financial Partners held 533 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $23.7K as of Q3 2026.
  • iShares MSCI USA Small-Cap Min Vol Factor ETF was a new Root Financial Partners position in Q3 2026.
  • iShares MSCI USA Small-Cap Min Vol Factor ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1466 holding.
  • Root Financial Partners first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $26.9K in Q4 2025.
  • 102 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.