Oliver Lagore Vanvalin Investment Group’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2023 Q3	–	Sell	-30	Closed	-$1.03K	–	891
2023 Q2	$1.03K	Buy	+30	New	+$1.03K	﹤0.01%	690

Other funds holding SMMV

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

SGI

Summit Global Investments Bountiful, Utah $1.69B AUM 12.13% 1-Year Est. Return

WMR

Wealth Management Resources Smithfield, Rhode Island $287M AUM 10.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's SMMV Position: Q3 2023 in Review

Oliver Lagore Vanvalin Investment Group sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q3 2023, closing a stake of 30 shares — an estimated $1.03K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in SMMV in Q2 2023 and held it in 1 quarter. The position peaked at $1.03K in Q2 2023. 114 funds tracked by Wall St. Rank hold SMMV as of Q3 2023.

Oliver Lagore Vanvalin Investment Group reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q3 2023 after selling out during the quarter.
Oliver Lagore Vanvalin Investment Group sold 30 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q3 2023, an estimated $1.03K.
Oliver Lagore Vanvalin Investment Group first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q2 2023 and held it in 1 quarter.
Oliver Lagore Vanvalin Investment Group's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $1.03K in Q2 2023.
114 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q3 2023.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q3 2023, filed 9 Nov 2023.