WEALTH MANAGEMENT RESOURCES, INC. SMMV Holdings History
WEALTH MANAGEMENT RESOURCES, INC.'s iShares MSCI USA Small-Cap Min Vol Factor ETF Holding Summary
As of 2025-03-31, WEALTH MANAGEMENT RESOURCES, INC. held 284,086.00 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF(SMMV), totaling $11.78 Mil. This investment constitutes 4.27% of their stock portfolio, and WEALTH MANAGEMENT RESOURCES, INC. now holds 4.12% of the outstanding iShares MSCI USA Small-Cap Min Vol Factor ETF(SMMV) stock.
The initial trade took place in 2021Q4. And since then WEALTH MANAGEMENT RESOURCES, INC. has made 11 purchases of SMMV, at an average price of $36.99, for a total of 337,819.00 shares. In addition, there have been 2 sales at an average price of $42.02 for 53,733.00 shares. Based on historical transaction data and SMMV's current price of $42.00, WEALTH MANAGEMENT RESOURCES, INC.'s estimated gain on his SMMV holdings is $1.69 Mil, reflecting a 13.54% gain to date.
WEALTH MANAGEMENT RESOURCES, INC. SMMV ($42.00) Holding Chart
WEALTH MANAGEMENT RESOURCES, INC. SMMV ($42.00) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
