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Valley Wealth Managers’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Valley Wealth Managers’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
Q4 		– Sell
-109
Closed -$3.6K – 375
2023
Q3 		$3.6K Buy
+109
New +$3.74K ﹤0.01% 321

Other funds holding SMMV

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Valley Wealth Managers's SMMV Position: Q4 2023 in Review

Valley Wealth Managers sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q4 2023, closing a stake of 109 shares — an estimated $3.6K sold.

Valley Wealth Managers first reported a position in SMMV in Q3 2023 and held it in 1 quarter. The position peaked at $3.6K in Q3 2023. 120 funds tracked by Wall St. Rank hold SMMV as of Q4 2023.

  • Valley Wealth Managers reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q4 2023 after selling out during the quarter.
  • Valley Wealth Managers sold 109 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q4 2023, an estimated $3.6K.
  • Valley Wealth Managers first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q3 2023 and held it in 1 quarter.
  • Valley Wealth Managers's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $3.6K in Q3 2023.
  • 120 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q4 2023.

Based on Valley Wealth Managers's 13F filing for Q4 2023, filed 7 Feb 2024.