Waverly Advisors, LLC
Position in SMMV — iShares MSCI USA Small-Cap Min Vol Factor ETF
CIK 1568787
BIRMINGHAM, AL
All Filings in SMMV
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SMMV | $217,692 | 4,991 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 SMMV | $215,696 | 4,978 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 SMMV | $218,134 | 5,067 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 SMMV | $226,139 | 5,383 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 SMMV | $231,083 | 5,575 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 SMMV | $345,693 | 8,338 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 SMMV | $343,087 | 8,409 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 SMMV | $319,841 | 8,576 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 SMMV | $435,506 | 11,629 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||