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

Rossby 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
2025 Q4	–	Sell	-24	Closed	-$1.03K	–	1864
2025 Q3	$1.03K	Sell	24 -8,916	-100%	-$378K	﹤0.01%	1277
2025 Q2	$376K	Buy	8,940 +6,800	+318%	+$281K	0.14%	147
2025 Q1	$87.1K	Buy	+2,140	New	+$89.3K	0.04%	370

Other funds holding SMMV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WMR

Wealth Management Resources Smithfield, Rhode Island $287M AUM 10.6% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BWM

Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Rossby Financial's SMMV Position: Q4 2025 in Review

Rossby Financial sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q4 2025, closing a stake of 24 shares — an estimated $1.03K sold.

Rossby Financial first reported a position in SMMV in Q1 2025 and held it in 3 quarters. The position peaked at $376K in Q2 2025. 121 funds tracked by Wall St. Rank hold SMMV as of Q4 2025.

Rossby Financial reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q4 2025 after selling out during the quarter.
Rossby Financial sold 24 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q4 2025, an estimated $1.03K.
Rossby Financial first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q1 2025 and held it in 3 quarters.
Rossby Financial's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $376K in Q2 2025.
121 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q4 2025.

Based on Rossby Financial's 13F filing for Q4 2025, filed 12 Feb 2026.