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

Aspire Wealth 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
2024 Q1	–	Sell	-228	Closed	-$8.14K	–	196
2023 Q4	$8.14K	Sell	228 -258	-53%	-$8.73K	0.01%	161
2023 Q3	$16.1K	Sell	486 -176	-27%	-$6.04K	0.01%	144
2023 Q2	$22.7K	Sell	662 -213	-24%	-$7.29K	0.02%	144
2023 Q1	$30.3K	Sell	875 -179	-17%	-$6.32K	0.02%	135
2022 Q4	$36.5K	Sell	1,054 -193	-15%	-$6.63K	0.03%	124
2022 Q3	$40K	Hold	1,247	–	–	0.04%	115
2022 Q2	$42K	Sell	1,247 -76	-6%	-$2.67K	0.04%	120
2022 Q1	$49K	Buy	1,323 +4	+0.3%	+$147	0.04%	122
2021 Q4	$52K	Buy	+1,319	New	+$50.5K	0.04%	120

Other funds holding SMMV

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

WMR

Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Aspire Wealth Management's SMMV Position: Q1 2024 in Review

Aspire Wealth Management sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q1 2024, closing a stake of 228 shares — an estimated $8.14K sold.

Aspire Wealth Management first reported a position in SMMV in Q4 2021 and held it in 9 quarters. The position peaked at $52K in Q4 2021. 122 funds tracked by Wall St. Rank hold SMMV as of Q1 2024.

Aspire Wealth Management reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q1 2024 after selling out during the quarter.
Aspire Wealth Management sold 228 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q1 2024, an estimated $8.14K.
Aspire Wealth Management first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q4 2021 and held it in 9 quarters.
Aspire Wealth Management's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $52K in Q4 2021.
122 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q1 2024.

Based on Aspire Wealth Management's 13F filing for Q1 2024, filed 29 Apr 2024.