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XY Planning Network’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

XY Planning Network’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 		$906K Buy
19,680
+79
+0.4% +$3.53K 0.11% 154
2026
Q1 		$860K Buy
19,601
+175
+0.9% +$7.8K 0.14% 140
2025
Q4 		$842K Buy
+19,426
New +$833K 0.15% 132

Other funds holding SMMV

BWM
Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
BMCM
Burns Matteson Capital Management Corning, New York $320M AUM 71.11% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

XY Planning Network's SMMV Position: Q2 2026 in Review

XY Planning Network increased its iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) stake by 0.4% in Q2 2026, buying an estimated $3.53K and bringing the position to 19,680 shares worth $906K. The position accounts for 0.11% of the portfolio, ranked #154.

XY Planning Network first reported a position in SMMV in Q4 2025 and has held it in 3 quarters since. 16 funds tracked by Wall St. Rank hold SMMV as of Q2 2026.

  • XY Planning Network held 19,680 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $906K as of Q2 2026.
  • XY Planning Network bought 79 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q2 2026, an estimated $3.53K.
  • iShares MSCI USA Small-Cap Min Vol Factor ETF made up 0.11% of XY Planning Network's portfolio in Q2 2026, its #154 holding.
  • XY Planning Network first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 16 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.