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

Wealth Management Resources’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	$13.1M	Buy	284,437 +4,664	+2%	+$208K	4.04%	10
2026 Q1	$12.2M	Sell	279,773 -1,026	-0.4%	-$45.7K	4.25%	10
2025 Q4	$12.2M	Sell	280,799 -11,049	-4%	-$474K	4.28%	10
2025 Q3	$12.6M	Buy	291,848 +2,408	+0.8%	+$102K	4.07%	10
2025 Q2	$12.2M	Buy	289,440 +5,354	+2%	+$221K	4.15%	10
2025 Q1	$11.8M	Buy	284,086 +736	+0.3%	+$30.7K	4.27%	10
2024 Q4	$11.7M	Sell	283,350 -52,106	-16%	-$2.2M	4.34%	10
2024 Q3	$13.7M	Buy	335,456 +5,529	+2%	+$217K	5.49%	8
2024 Q2	$12.3M	Buy	329,927 +1,829	+0.6%	+$67.4K	5.29%	10
2024 Q1	$12.3M	Buy	328,098 +10,925	+3%	+$394K	5.31%	9
2023 Q4	$11.3M	Buy	317,173 +4,305	+1%	+$146K	5.32%	9
2023 Q3	$10.3M	Buy	312,868 +15,822	+5%	+$543K	4.99%	6
2023 Q2	$10.2M	Buy	297,046 +30,848	+12%	+$1.06M	5.92%	7
2023 Q1	$9.23M	Buy	266,198 +6,133	+2%	+$217K	5.68%	6
2022 Q4	$9.02M	Sell	260,065 -1,627	-0.6%	-$55.9K	5.85%	6
2022 Q3	$8.35M	Buy	261,692 +4,317	+2%	+$151K	5.56%	7
2022 Q2	$8.77M	Buy	257,375 +48,811	+23%	+$1.72M	5.39%	8
2022 Q1	$7.75M	Buy	208,564 +5,205	+3%	+$191K	5.36%	9
2021 Q4	$7.95M	Buy	+203,359	New	+$7.78M	5.12%	10

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealth Management Resources's SMMV Position: Q2 2026 in Review

Wealth Management Resources increased its iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) stake by 1.7% in Q2 2026, buying an estimated $208K and bringing the position to 284,437 shares worth $13.1M. The position accounts for 4.04% of the portfolio, ranked #10.

Wealth Management Resources first reported a position in SMMV in Q4 2021 and has held it in 19 quarters since. The position peaked at $13.7M in Q3 2024. 122 funds tracked by Wall St. Rank hold SMMV as of Q2 2026.

Wealth Management Resources held 284,437 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $13.1M as of Q2 2026.
Wealth Management Resources bought 4,664 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q2 2026, an estimated $208K.
iShares MSCI USA Small-Cap Min Vol Factor ETF made up 4.04% of Wealth Management Resources's portfolio in Q2 2026, its #10 holding.
Wealth Management Resources first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q4 2021 and has held it in 19 quarters since.
Wealth Management Resources's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $13.7M in Q3 2024.
122 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q2 2026.

Based on Wealth Management Resources's 13F filing for Q2 2026, filed 22 Jul 2026.