Spire Wealth Management’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Spire Wealth Management’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	$138K	Hold	2,990	–	–	﹤0.01%	890
2026 Q1	$130K	Hold	2,990	–	–	﹤0.01%	909
2025 Q4	$130K	Hold	2,990	–	–	﹤0.01%	917
2025 Q3	$129K	Hold	2,990	–	–	﹤0.01%	918
2025 Q2	$126K	Hold	2,990	–	–	﹤0.01%	896
2025 Q1	$124K	Hold	2,990	–	–	﹤0.01%	960
2024 Q4	$124K	Hold	2,990	–	–	﹤0.01%	962
2024 Q3	$122K	Hold	2,990	–	–	﹤0.01%	850
2024 Q2	$112K	Hold	2,990	–	–	﹤0.01%	866
2024 Q1	$112K	Hold	2,990	–	–	﹤0.01%	961
2023 Q4	$106K	Sell	2,990 -451	-13%	-$15.3K	﹤0.01%	983
2023 Q3	$114K	Sell	3,441 -1,260	-27%	-$43.2K	﹤0.01%	911
2023 Q2	$161K	Sell	4,701 -1,728	-27%	-$59.1K	0.01%	791
2023 Q1	$223K	Buy	6,429 +2,928	+84%	+$103K	0.01%	693
2022 Q4	$121K	Buy	+3,501	New	+$120K	0.01%	688
2022 Q3	–	Sell	-5,292	Closed	-$180K	–	2552
2022 Q2	$180K	Buy	5,292 +97	+2%	+$3.41K	0.01%	807
2022 Q1	$193K	Buy	5,195 +984	+23%	+$36.1K	0.01%	915
2021 Q4	$165K	Buy	4,211 +636	+18%	+$24.3K	﹤0.01%	1178
2021 Q3	$133K	Buy	3,575 +585	+20%	+$22.2K	﹤0.01%	1086
2021 Q2	$114K	Hold	2,990	–	–	﹤0.01%	1146
2021 Q1	$110K	Buy	+2,990	New	+$108K	﹤0.01%	1363

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

Spire Wealth Management's SMMV Position: Q2 2026 in Review

Spire Wealth Management held its iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) position steady in Q2 2026 at 2,990 shares worth $138K. The position accounts for ﹤0.01% of the portfolio, ranked #890.

Spire Wealth Management first reported a position in SMMV in Q1 2021 and has held it in 21 quarters since. The position peaked at $223K in Q1 2023. 122 funds tracked by Wall St. Rank hold SMMV as of Q2 2026.

Spire Wealth Management held 2,990 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $138K as of Q2 2026.
Spire Wealth Management left its iShares MSCI USA Small-Cap Min Vol Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Small-Cap Min Vol Factor ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #890 holding.
Spire Wealth Management first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q1 2021 and has held it in 21 quarters since.
Spire Wealth Management's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $223K in Q1 2023.
122 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.