IWM
MFSV

IHT Wealth Management’s MFS Active Value ETF MFSV Stock Holding History

IHT Wealth Management’s Portfolio MFSV Stock Details MFSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.25M Sell
46,647
-1,724
-4% -$47.1K 0.03% 504
2025
Q4 		$1.28M Buy
+48,371
New +$1.26M 0.03% 468

Other funds holding MFSV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PRRFG
Paul R. Ried Financial Group Bellevue, Washington $229M AUM 29.24% 1-Year Est. Return
SWM
SFG Wealth Management Towson, Maryland $243M AUM 22.03% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GFG
Greenbush Financial Group Albany, New York $302M AUM 17.46% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

IHT Wealth Management's MFSV Position: Q1 2026 in Review

IHT Wealth Management reduced its MFS Active Value ETF (MFSV) stake by 3.6% in Q1 2026, selling an estimated $47.1K and leaving 46,647 shares worth $1.25M. The position accounts for 0.03% of the portfolio, ranked #504.

IHT Wealth Management first reported a position in MFSV in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.28M in Q4 2025. 41 funds tracked by Wall St. Rank hold MFSV as of Q1 2026.

  • IHT Wealth Management held 46,647 shares of MFS Active Value ETF worth $1.25M as of Q1 2026.
  • IHT Wealth Management sold 1,724 MFS Active Value ETF shares in Q1 2026, an estimated $47.1K.
  • MFS Active Value ETF made up 0.03% of IHT Wealth Management's portfolio in Q1 2026, its #504 holding.
  • IHT Wealth Management first reported a position in MFS Active Value ETF in Q4 2025 and has held it in 2 quarters since.
  • IHT Wealth Management's MFS Active Value ETF position peaked at $1.28M in Q4 2025.
  • 41 funds tracked by Wall St. Rank held MFS Active Value ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.