Wade Financial Advisory, Inc
Position in SMMV — iShares MSCI USA Small-Cap Min Vol Factor ETF
CIK 1802670
CAMPBELL, CA
All Filings in SMMV
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-03-31 SMMV | $2,786,061 | 67,215 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 SMMV | $2,872,639 | 69,287 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 SMMV | $2,940,048 | 72,060 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 SMMV | $2,610,761 | 70,003 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 SMMV | $2,850,094 | 76,104 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 SMMV | $4,579,705 | 128,319 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 SMMV | $4,810,724 | 145,559 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 SMMV | $5,047,627 | 147,247 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 SMMV | $5,037,200 | 145,248 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 SMMV | $4,691,587 | 135,595 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 SMMV | $4,660,519 | 146,052 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 SMMV | $4,359,358 | 127,953 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 SMMV | $4,432,897 | 119,228 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 SMMV | $3,841,413 | 98,271 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 SMMV | $3,821,798 | 103,069 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 SMMV | $4,382,930 | 115,219 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 SMMV | $4,145,293 | 112,491 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 SMMV | $3,820,013 | 112,718 | Shares | Sole | 2021-03-10 | |
| 2020-09-30 SMMV | $2,842,141 | 97,267 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 SMMV | $2,621,681 | 90,434 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 SMMV | $1,940,120 | 75,024 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||