ITIM
SMMV icon

Indiana Trust & Investment Management’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Indiana Trust & Investment 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
Q2 		– Sell
-191
Closed -$7.15K – 481
2024
Q1 		$7.15K Buy
+191
New +$6.88K ﹤0.01% 409

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 $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJT
Raymond James Trust St. Petersburg, Florida $4.6B AUM 33.54% 1-Year Est. Return

Indiana Trust & Investment Management's SMMV Position: Q2 2024 in Review

Indiana Trust & Investment Management sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q2 2024, closing a stake of 191 shares — an estimated $7.15K sold.

Indiana Trust & Investment Management first reported a position in SMMV in Q1 2024 and held it in 1 quarter. The position peaked at $7.15K in Q1 2024. 123 funds tracked by Wall St. Rank hold SMMV as of Q2 2024.

  • Indiana Trust & Investment Management reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q2 2024 after selling out during the quarter.
  • Indiana Trust & Investment Management sold 191 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q2 2024, an estimated $7.15K.
  • Indiana Trust & Investment Management first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q1 2024 and held it in 1 quarter.
  • Indiana Trust & Investment Management's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $7.15K 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 Indiana Trust & Investment Management's 13F filing for Q2 2024, filed 10 Jul 2024.