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

Institute for 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
2019
Q3 		– Sell
-7,241
Closed -$241K – 464
2019
Q2 		$241K Buy
+7,241
New +$238K 0.05% 398

Other funds holding SMMV

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RTS
Round Table Services Westfield, New Jersey $508M AUM 16.36% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
PCFFS
Pacific Center for Financial Services San Ramon, California $448M AUM 19.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Institute for Wealth Management's SMMV Position: Q3 2019 in Review

Institute for Wealth Management sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q3 2019, closing a stake of 7,241 shares — an estimated $241K sold.

Institute for Wealth Management first reported a position in SMMV in Q2 2019 and held it in 1 quarter. The position peaked at $241K in Q2 2019. 71 funds tracked by Wall St. Rank hold SMMV as of Q3 2019.

  • Institute for Wealth Management reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q3 2019 after selling out during the quarter.
  • Institute for Wealth Management sold 7,241 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q3 2019, an estimated $241K.
  • Institute for Wealth Management first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q2 2019 and held it in 1 quarter.
  • Institute for Wealth Management's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $241K in Q2 2019.
  • 71 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q3 2019.

Based on Institute for Wealth Management's 13F filing for Q3 2019, filed 28 Oct 2019.