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 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

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

Root Financial Partners's SMMV Position: Q2 2026 in Review

Root Financial Partners sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q2 2026, closing a stake of 533 shares — an estimated $23.2K sold.

Root Financial Partners first reported a position in SMMV in Q3 2025 and held it in 3 quarters. The position peaked at $26.9K in Q4 2025. 122 funds tracked by Wall St. Rank hold SMMV as of Q2 2026.

Root Financial Partners reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 533 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q2 2026, an estimated $23.2K.
Root Financial Partners first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q3 2025 and held it in 3 quarters.
Root Financial Partners's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $26.9K in Q4 2025.
122 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.