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

Summit 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
2026 Q3	$205K	Buy	+4,608	New	+$215K	﹤0.01%	1525

Other funds holding SMMV

Wealth Management Resources Smithfield, Rhode Island $324M AUM 8.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Brickley Wealth Management San Mateo, California $719M AUM 18.67% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Rehmann Capital Advisory Group Lansing, Michigan $2.24B AUM 16.99% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Summit Financial's SMMV Position: Q3 2026 in Review

Summit Financial opened a new position in iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q3 2026: 4,608 shares worth $205K. The stake represents ﹤0.01% of the portfolio and ranks #1525 among its holdings.

85 funds tracked by Wall St. Rank hold SMMV as of Q3 2026.

Summit Financial held 4,608 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $205K as of Q3 2026.
iShares MSCI USA Small-Cap Min Vol Factor ETF was a new Summit Financial position in Q3 2026.
iShares MSCI USA Small-Cap Min Vol Factor ETF made up ﹤0.01% of Summit Financial's portfolio in Q3 2026, its #1525 holding.
85 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q3 2026.

Based on Summit Financial's 13F filing for Q3 2026, filed 12 Nov 2026.