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DHJJ Financial Advisors’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

DHJJ Financial Advisors’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
Q2 		– Sell
-163
Closed -$6.11K – 844
2024
Q1 		$6.11K Hold
163
– – ﹤0.01% 485
2023
Q4 		$5.82K Hold
163
– – ﹤0.01% 484
2023
Q3 		$5.39K Buy
+163
New +$5.59K ﹤0.01% 485

Other funds holding SMMV

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJT
Raymond James Trust St. Petersburg, Florida $4.6B AUM 33.54% 1-Year Est. Return

DHJJ Financial Advisors's SMMV Position: Q2 2024 in Review

DHJJ Financial Advisors sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q2 2024, closing a stake of 163 shares — an estimated $6.11K sold.

DHJJ Financial Advisors first reported a position in SMMV in Q3 2023 and held it in 3 quarters. The position peaked at $6.11K in Q1 2024. 123 funds tracked by Wall St. Rank hold SMMV as of Q2 2024.

  • DHJJ Financial Advisors reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q2 2024 after selling out during the quarter.
  • DHJJ Financial Advisors sold 163 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q2 2024, an estimated $6.11K.
  • DHJJ Financial Advisors first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q3 2023 and held it in 3 quarters.
  • DHJJ Financial Advisors's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $6.11K in Q1 2024.
  • 123 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q2 2024.

Based on DHJJ Financial Advisors's 13F filing for Q2 2024, filed 12 Jul 2024.