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

SYM Financial Corp’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	$8.06K	Hold	175	–	–	﹤0.01%	486
2026 Q1	$7.63K	Hold	175	–	–	﹤0.01%	403
2025 Q4	$7.58K	Buy	+175	New	+$7.51K	﹤0.01%	403
2023 Q1	–	Sell	-52	Closed	-$1.8K	–	119
2022 Q4	$1.8K	Buy	+52	New	+$1.79K	﹤0.01%	116

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

SYM Financial Corp's SMMV Position: Q2 2026 in Review

SYM Financial Corp held its iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) position steady in Q2 2026 at 175 shares worth $8.06K. The position accounts for ﹤0.01% of the portfolio, ranked #486.

SYM Financial Corp first reported a position in SMMV in Q4 2022 and has held it in 4 quarters since. 122 funds tracked by Wall St. Rank hold SMMV as of Q2 2026.

SYM Financial Corp held 175 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $8.06K as of Q2 2026.
SYM Financial Corp 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 SYM Financial Corp's portfolio in Q2 2026, its #486 holding.
SYM Financial Corp first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q4 2022 and has held it in 4 quarters since.
122 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.