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Steward Partners Investment Advisory’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Steward Partners Investment Advisory’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 		$993K Sell
21,564
-9,525
-31% -$426K 0.01% 1296
2026
Q1 		$1.36M Buy
31,089
+1,177
+4% +$52.5K 0.01% 1008
2025
Q4 		$1.3M Buy
29,912
+2,940
+11% +$126K 0.01% 948
2025
Q3 		$1.16M Buy
26,972
+178
+0.7% +$7.56K 0.01% 991
2025
Q2 		$1.13M Sell
26,794
-1
-0% -$41 0.01% 941
2025
Q1 		$1.11M Sell
26,795
-322
-1% -$13.4K 0.01% 883
2024
Q4 		$1.12M Sell
27,117
-298
-1% -$12.6K 0.01% 834
2024
Q3 		$1.12M Sell
27,415
-10,830
-28% -$426K 0.01% 817
2024
Q2 		$1.43M Buy
38,245
+2,533
+7% +$93.4K 0.02% 691
2024
Q1 		$1.34M Sell
35,712
-9,243
-21% -$333K 0.01% 705
2023
Q4 		$1.6M Buy
44,955
+709
+2% +$24K 0.02% 567
2023
Q3 		$1.46M Sell
44,246
-7,798
-15% -$268K 0.02% 548
2023
Q2 		$1.78M Buy
52,044
+920
+2% +$31.5K 0.03% 517
2023
Q1 		$1.77M Sell
51,124
-1,355
-3% -$47.9K 0.03% 492
2022
Q4 		$1.82M Sell
52,479
-673
-1% -$23.1K 0.03% 480
2022
Q3 		$1.7M Sell
53,152
-7,760
-13% -$271K 0.03% 479
2022
Q2 		$2.08M Sell
60,912
-543
-0.9% -$19.1K 0.04% 427
2022
Q1 		$2.29M Sell
61,455
-16,025
-21% -$588K 0.04% 441
2021
Q4 		$3.03M Sell
77,480
-23,132
-23% -$885K 0.05% 374
2021
Q3 		$3.73M Buy
100,612
+105
+0.1% +$3.98K 0.06% 305
2021
Q2 		$3.82M Sell
100,507
-10,860
-10% -$411K 0.06% 302
2021
Q1 		$4.1M Sell
111,367
-37,193
-25% -$1.34M 0.07% 284
2020
Q4 		$5.04M Buy
148,560
+2,864
+2% +$90.9K 0.11% 192
2020
Q3 		$4.26M Buy
145,696
+29,931
+26% +$895K 0.11% 202
2020
Q2 		$3.36M Buy
115,765
+39,431
+52% +$1.1M 0.1% 221
2020
Q1 		$1.97M Buy
76,334
+73,245
+2,371% +$2.4M 0.07% 260
2019
Q4 		$109K Buy
3,089
+2,225
+258% +$77.4K ﹤0.01% 1105
2019
Q3 		$29K Hold
864
– – ﹤0.01% 1597
2019
Q2 		$28K Sell
864
-11,036
-93% -$362K ﹤0.01% 1573
2019
Q1 		$383K Sell
11,900
-1,097
-8% -$34.3K 0.02% 578
2018
Q4 		$377K Buy
+12,997
New +$401K 0.02% 553

Other funds holding SMMV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
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
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

Steward Partners Investment Advisory's SMMV Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) stake by 31% in Q2 2026, selling an estimated $426K and leaving 21,564 shares worth $993K. The position accounts for 0.01% of the portfolio, ranked #1296.

Steward Partners Investment Advisory first reported a position in SMMV in Q4 2018 and has held it in 31 quarters since. The position peaked at $5.04M in Q4 2020. 122 funds tracked by Wall St. Rank hold SMMV as of Q2 2026.

  • Steward Partners Investment Advisory held 21,564 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $993K as of Q2 2026.
  • Steward Partners Investment Advisory sold 9,525 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q2 2026, an estimated $426K.
  • iShares MSCI USA Small-Cap Min Vol Factor ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1296 holding.
  • Steward Partners Investment Advisory first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q4 2018 and has held it in 31 quarters since.
  • Steward Partners Investment Advisory's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $5.04M in Q4 2020.
  • 122 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.