Steward Partners Investment Advisory, LLC

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

CIK 1723397 STAMFORD, CT

All Filings in SMMV

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 SMMV	$1,356,008	31,089	+3.9%	Shares	Sole	2026-05-08
2025-12-31 SMMV	$1,296,086	29,912	+10.9%	Shares	Sole	2026-02-12
2025-09-30 SMMV	$1,161,144	26,972	+0.7%	Shares	Sole	2025-11-12
2025-06-30 SMMV	$1,125,615	26,794	-0.0%	Shares	Sole	2025-08-12
2025-03-31 SMMV	$1,110,652	26,795	-1.2%	Shares	Sole	2025-05-13
2024-12-31 SMMV	$1,124,270	27,117	-1.1%	Shares	Sole	2025-02-06
2024-09-30 SMMV	$1,118,532	27,415	-28.3%	Shares	Sole	2024-11-14
2024-06-30 SMMV	$1,426,347	38,245	+7.1%	Shares	Sole	2024-08-08
2024-03-31 SMMV	$1,337,414	35,712	-20.6%	Shares	Sole	2024-05-15
2023-12-31 SMMV	$1,604,443	44,955	+1.6%	Shares	Sole	2024-02-12
2023-09-30 SMMV	$1,462,330	44,246	-15.0%	Shares	Sole	2023-11-13
2023-06-30 SMMV	$1,784,068	52,044	+1.8%	Shares	Sole	2023-08-14
2023-03-31 SMMV	$1,772,980	51,124	-2.6%	Shares	Sole	2023-05-15
2022-12-31 SMMV	$1,815,773	52,479	-1.3%	Shares	Sole	2023-02-15
2022-09-30 SMMV	$1,696,080	53,152	-12.7%	Shares	Sole	2022-11-10
2022-06-30 SMMV	$2,075,271	60,912	-0.9%	Shares	Sole	2022-08-04
2022-03-31 SMMV	$2,284,896	61,455	-20.7%	Shares	Sole	2022-05-02
2021-12-31 SMMV	$3,028,693	77,480	-23.0%	Shares	Sole	2022-02-08
2021-09-30 SMMV	$3,730,692	100,612	+0.1%	Shares	Sole	2021-11-12
2021-06-30 SMMV	$3,823,286	100,507	-9.8%	Shares	Sole	2021-08-13
2021-03-31 SMMV	$4,103,873	111,367	-25.0%	Shares	Sole	2021-05-14
2020-12-31 SMMV	$5,034,698	148,560	+2.0%	Shares	Sole	2021-02-11
2020-09-30 SMMV	$4,257,237	145,696	+25.9%	Shares	Sole	2020-10-30
2020-06-30 SMMV	$3,356,027	115,765	+51.7%	Shares	Sole	2020-08-06
2020-03-31 SMMV	$1,973,997	76,334	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.