Triumph Capital Management
SMMV icon

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

Triumph Capital 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
Q3 		$4K Hold
90
– – ﹤0.01% 1463
2026
Q2 		$4.14K Hold
90
– – ﹤0.01% 1410
2026
Q1 		$3.93K Hold
90
– – ﹤0.01% 1386
2025
Q4 		$3.9K Buy
+90
New +$3.86K ﹤0.01% 1333

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UBS Group
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Sagespring Wealth Partners
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Cambridge Investment Research Advisors
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Armbruster Capital Management
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Geneos Wealth Management
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Triumph Capital Management's SMMV Position: Q3 2026 in Review

Triumph Capital Management held its iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) position steady in Q3 2026 at 90 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1463.

Triumph Capital Management first reported a position in SMMV in Q4 2025 and has held it in 4 quarters since. The position peaked at $4.14K in Q2 2026. 72 funds tracked by Wall St. Rank hold SMMV as of Q3 2026.

  • Triumph Capital Management held 90 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $4K as of Q3 2026.
  • Triumph Capital Management left its iShares MSCI USA Small-Cap Min Vol Factor ETF share count unchanged in Q3 2026.
  • iShares MSCI USA Small-Cap Min Vol Factor ETF made up ﹤0.01% of Triumph Capital Management's portfolio in Q3 2026, its #1463 holding.
  • Triumph Capital Management first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q4 2025 and has held it in 4 quarters since.
  • Triumph Capital Management's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $4.14K in Q2 2026.
  • 72 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.