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

WR Wealth Planners’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
Q2 		– Sell
-278
Closed -$10.4K – 1210
2024
Q1 		$10.4K Buy
+278
New +$10K ﹤0.01% 590

Other funds holding SMMV

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 22.96% 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
RJT
Raymond James Trust St. Petersburg, Florida $4.6B AUM 33.54% 1-Year Est. Return

WR Wealth Planners's SMMV Position: Q2 2024 in Review

WR Wealth Planners sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q2 2024, closing a stake of 278 shares — an estimated $10.4K sold.

WR Wealth Planners first reported a position in SMMV in Q1 2024 and held it in 1 quarter. The position peaked at $10.4K in Q1 2024. 123 funds tracked by Wall St. Rank hold SMMV as of Q2 2024.

  • WR Wealth Planners reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q2 2024 after selling out during the quarter.
  • WR Wealth Planners sold 278 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q2 2024, an estimated $10.4K.
  • WR Wealth Planners first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q1 2024 and held it in 1 quarter.
  • WR Wealth Planners's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $10.4K in Q1 2024.
  • 123 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q2 2024.

Based on WR Wealth Planners's 13F filing for Q2 2024, filed 31 Jul 2024.