OSAIC HOLDINGS, INC.

Position in SMMV — iShares MSCI USA Small-Cap Min Vol Factor ETF

CIK 1677044 SCOTTSDALE, AZ

All Filings in SMMV

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 SMMV	$475,207	10,895	-11.1%	Shares	Defined	2026-05-15
2025-12-31 SMMV	$531,138	12,258	-1.4%	Shares	Defined	2026-02-17
2025-09-30 SMMV	$535,025	12,428	-27.1%	Shares	Defined	2025-11-14
2025-06-30 SMMV	$716,017	17,044	+26.3%	Shares	Defined	2025-09-04
2025-03-31 SMMV	$559,367	13,495	+40.9%	Shares	Defined	2025-05-12
2024-12-31 SMMV	$397,103	9,578	-8.7%	Shares	Defined	2025-06-06
2024-09-30 SMMV	$428,032	10,491	+29.3%	Shares	Defined	2024-11-13
2024-06-30 SMMV	$302,536	8,112	-24.9%	Shares	Defined	2024-08-13
2024-03-31 SMMV	$404,683	10,806	-2.1%	Shares	Defined	2024-05-10
2023-12-31 SMMV	$394,050	11,041	-51.1%	Shares	Defined	2024-02-12
2023-09-30 SMMV	$746,862	22,598	-19.2%	Shares	Sole	2023-11-13
2023-06-30 SMMV	$959,116	27,979	-61.5%	Shares	Defined	2023-08-21
2023-03-31 SMMV	$2,523,277	72,759	-42.0%	Shares	Defined	2023-05-12
2022-12-31 SMMV	$4,340,774	125,456	+11.3%	Shares	Defined	2023-02-10
2022-09-30 SMMV	$3,595,360	112,672	+62.4%	Shares	Defined	2022-11-14
2022-06-30 SMMV	$2,363,433	69,370	+1.7%	Shares	Defined	2022-08-10
2022-03-31 SMMV	$2,536,824	68,231	-18.1%	Shares	Defined	2022-05-04
2021-12-31 SMMV	$3,256,701	83,313	-13.8%	Shares	Defined	2022-02-03
2021-09-30 SMMV	$3,582,035	96,603	-1.0%	Shares	Defined	2021-11-05
2021-06-30 SMMV	$3,711,140	97,559	-11.8%	Shares	Defined	2021-08-02
2021-03-31 SMMV	$4,074,868	110,580	-30.5%	Shares	Defined	2021-05-13
2020-12-31 SMMV	$5,390,437	159,057	-53.3%	Shares	Defined	2021-02-10
2020-09-30 SMMV	$9,944,759	340,341	-21.5%	Shares	Defined	2020-11-12
2020-06-30 SMMV	$12,572,465	433,683	+2.7%	Shares	Defined	2020-08-14
2020-03-31 SMMV	$10,918,398	422,212	—	Shares	Defined	2020-05-18
No filing history on record for this holder in this stock.