Modern Wealth Management, LLC
Position in SMMV — iShares MSCI USA Small-Cap Min Vol Factor ETF
CIK 2001900
KANSAS CITY, MO
All Filings in SMMV
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SMMV | $2,982,792 | 68,386 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 SMMV | $2,973,694 | 68,629 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 SMMV | $2,876,816 | 66,825 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 SMMV | $2,757,242 | 65,633 | Shares | Sole | 2025-11-12 | |
| 2025-03-31 SMMV | $2,560,325 | 61,769 | Shares | Sole | 2025-06-02 | |
| No filing history on record for this holder in this stock. | ||||||