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
Q2 		$966K Sell
33,802
-12,845
-28% -$357K 0.02% 614
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 $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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 $278M AUM 29.66% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

IHT Wealth Management's MFSV Position: Q2 2026 in Review

IHT Wealth Management reduced its MFS Active Value ETF (MFSV) stake by 28% in Q2 2026, selling an estimated $357K and leaving 33,802 shares worth $966K. The position accounts for 0.02% of the portfolio, ranked #614.

IHT Wealth Management first reported a position in MFSV in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.28M in Q4 2025. 46 funds tracked by Wall St. Rank hold MFSV as of Q2 2026.

  • IHT Wealth Management held 33,802 shares of MFS Active Value ETF worth $966K as of Q2 2026.
  • IHT Wealth Management sold 12,845 MFS Active Value ETF shares in Q2 2026, an estimated $357K.
  • MFS Active Value ETF made up 0.02% of IHT Wealth Management's portfolio in Q2 2026, its #614 holding.
  • IHT Wealth Management first reported a position in MFS Active Value ETF in Q4 2025 and has held it in 3 quarters since.
  • IHT Wealth Management's MFS Active Value ETF position peaked at $1.28M in Q4 2025.
  • 46 funds tracked by Wall St. Rank held MFS Active Value ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.