WEALTH MANAGEMENT RESOURCES, INC.
Position in SMMV — iShares MSCI USA Small-Cap Min Vol Factor ETF
CIK 1063516
SMITHFIELD, RI
All Filings in SMMV
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SMMV | $12,202,858 | 279,773 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 SMMV | $12,167,020 | 280,799 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 SMMV | $12,564,056 | 291,848 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 SMMV | $12,159,374 | 289,440 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 SMMV | $11,775,364 | 284,086 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 SMMV | $11,747,691 | 283,350 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 SMMV | $13,686,604 | 335,456 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 SMMV | $12,304,627 | 329,927 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 SMMV | $12,287,270 | 328,098 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 SMMV | $11,319,904 | 317,173 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 SMMV | $10,340,287 | 312,868 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 SMMV | $10,182,736 | 297,046 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 SMMV | $9,231,746 | 266,198 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 SMMV | $8,998,249 | 260,065 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 SMMV | $8,350,591 | 261,692 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 SMMV | $8,768,766 | 257,375 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 SMMV | $7,754,409 | 208,564 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 SMMV | $7,949,303 | 203,359 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||