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

Tyler-Stone 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
2024 Q3	–	Sell	-29	Closed	-$1.08K	–	842
2024 Q2	$1.08K	Hold	29	–	–	﹤0.01%	905
2024 Q1	$1.09K	Hold	29	–	–	﹤0.01%	892
2023 Q4	$1.03K	Hold	29	–	–	﹤0.01%	860
2023 Q3	$1K	Hold	29	–	–	﹤0.01%	885
2023 Q2	$1K	Buy	+29	New	+$992	﹤0.01%	868
2022 Q4	$1K	Hold	29	–	–	﹤0.01%	836
2022 Q3	$1K	Buy	+29	New	+$1.01K	﹤0.01%	833

Other funds holding SMMV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

RJA

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Tyler-Stone Wealth Management's SMMV Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q3 2024, closing a stake of 29 shares — an estimated $1.08K sold.

Tyler-Stone Wealth Management first reported a position in SMMV in Q3 2022 and held it in 7 quarters. The position peaked at $1.09K in Q1 2024. 122 funds tracked by Wall St. Rank hold SMMV as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 29 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q3 2024, an estimated $1.08K.
Tyler-Stone Wealth Management first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q3 2022 and held it in 7 quarters.
Tyler-Stone Wealth Management's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $1.09K in Q1 2024.
122 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.