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 Q3	$880K	Buy	19,779 +99	+0.5%	+$4.62K	0.09%	169
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

Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return

BMCM

Burns Matteson Capital Management Corning, New York $289M AUM 39.67% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

MWS

MFA Wealth Services Thousand Oaks, California $169M AUM 13.45% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SAM

S.A. Mason Holland, Michigan $341M AUM 27.24% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

XY Planning Network's SMMV Position: Q3 2026 in Review

XY Planning Network increased its iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) stake by 0.5% in Q3 2026, buying an estimated $4.62K and bringing the position to 19,779 shares worth $880K. The position accounts for 0.09% of the portfolio, ranked #169.

XY Planning Network first reported a position in SMMV in Q4 2025 and has held it in 4 quarters since. The position peaked at $906K in Q2 2026. 16 funds tracked by Wall St. Rank hold SMMV as of Q3 2026.

XY Planning Network held 19,779 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $880K as of Q3 2026.
XY Planning Network bought 99 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q3 2026, an estimated $4.62K.
iShares MSCI USA Small-Cap Min Vol Factor ETF made up 0.09% of XY Planning Network's portfolio in Q3 2026, its #169 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 4 quarters since.
XY Planning Network's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $906K in Q2 2026.
16 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.