Wolff Wiese Magana’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Wolff Wiese Magana’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	$8.29K	Hold	180	–	–	﹤0.01%	533
2026 Q1	$7.85K	Hold	180	–	–	﹤0.01%	512
2025 Q4	$7.8K	Hold	180	–	–	﹤0.01%	488
2025 Q3	$7.75K	Hold	180	–	–	﹤0.01%	504
2025 Q2	$7.56K	Hold	180	–	–	﹤0.01%	473
2025 Q1	$7.46K	Hold	180	–	–	0.01%	465
2024 Q4	$7.46K	Hold	180	–	–	﹤0.01%	472
2024 Q3	$7.34K	Hold	180	–	–	0.01%	505
2024 Q2	$6.71K	Hold	180	–	–	0.01%	380
2024 Q1	$6.74K	Hold	180	–	–	0.01%	351
2023 Q4	$6.42K	Hold	180	–	–	0.01%	346
2023 Q3	$5.95K	Hold	180	–	–	﹤0.01%	416
2023 Q2	$6.17K	Hold	180	–	–	﹤0.01%	413
2023 Q1	$6.24K	Hold	180	–	–	0.01%	406
2022 Q4	$6.23K	Hold	180	–	–	0.01%	381
2022 Q3	$6K	Buy	+180	New	+$6.28K	﹤0.01%	584

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

Wolff Wiese Magana's SMMV Position: Q2 2026 in Review

Wolff Wiese Magana held its iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) position steady in Q2 2026 at 180 shares worth $8.29K. The position accounts for ﹤0.01% of the portfolio, ranked #533.

Wolff Wiese Magana first reported a position in SMMV in Q3 2022 and has held it in 16 quarters since. 122 funds tracked by Wall St. Rank hold SMMV as of Q2 2026.

Wolff Wiese Magana held 180 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $8.29K as of Q2 2026.
Wolff Wiese Magana 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 Wolff Wiese Magana's portfolio in Q2 2026, its #533 holding.
Wolff Wiese Magana first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q3 2022 and has held it in 16 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 Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.