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Jaffetilchin Investment Partners’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Jaffetilchin Investment Partners’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
Q4 		– Sell
-1,253
Closed -$51.1K – 1150
2024
Q3 		$51.1K Buy
+1,253
New +$49.3K ﹤0.01% 578

Other funds holding SMMV

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BWM
Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return

Jaffetilchin Investment Partners's SMMV Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q4 2024, closing a stake of 1,253 shares — an estimated $51.1K sold.

Jaffetilchin Investment Partners first reported a position in SMMV in Q3 2024 and held it in 1 quarter. The position peaked at $51.1K in Q3 2024. 124 funds tracked by Wall St. Rank hold SMMV as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 1,253 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q4 2024, an estimated $51.1K.
  • Jaffetilchin Investment Partners first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q3 2024 and held it in 1 quarter.
  • Jaffetilchin Investment Partners's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $51.1K in Q3 2024.
  • 124 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.