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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
Q1 		$3.93K Hold
90
– – ﹤0.01% 1386
2025
Q4 		$3.9K Buy
+90
New +$3.86K ﹤0.01% 1333

Other funds holding SMMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
WMR
Wealth Management Resources Smithfield, Rhode Island $287M AUM 10.6% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $147B AUM 18.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Triumph Capital Management's SMMV Position: Q1 2026 in Review

Triumph Capital Management held its iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) position steady in Q1 2026 at 90 shares worth $3.93K. The position accounts for ﹤0.01% of the portfolio, ranked #1386.

Triumph Capital Management first reported a position in SMMV in Q4 2025 and has held it in 2 quarters since. 120 funds tracked by Wall St. Rank hold SMMV as of Q1 2026.

  • Triumph Capital Management held 90 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $3.93K as of Q1 2026.
  • Triumph Capital Management left its iShares MSCI USA Small-Cap Min Vol Factor ETF share count unchanged in Q1 2026.
  • iShares MSCI USA Small-Cap Min Vol Factor ETF made up ﹤0.01% of Triumph Capital Management's portfolio in Q1 2026, its #1386 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 2 quarters since.
  • 120 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q1 2026.

Based on Triumph Capital Management's 13F filing for Q1 2026, filed 13 May 2026.