Fortune Financial Advisors, LLC Ishares Msci Usa Small Cap Min Transaction History

Fortune Financial Advisors, LLC

$124 Billion
Q2 2025

A detailed history of Fortune Financial Advisors, LLC transactions in Ishares Msci Usa Small Cap Min stock. As of the latest transaction made, Fortune Financial Advisors, LLC holds 13,106 shares of SMMV stock, worth $546,782. This represents 0.44% of its overall portfolio holdings.

Number of Shares

13,106

Previous 13,064 0.32%

Holding current value

$546,782

Previous $541 Million 1.68%

% of portfolio

0.44%

Previous 0.47%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	BUY	$37.87 - $42.54 $1,590 - $1,786	42 Added 0.32%	13,106 $551 Million
Q1 2025 Apr 29, 2025	SELL	$40.38 - $42.65 $3,270 - $3,454	-81 Reduced 0.62%	13,064 $541 Million
Q4 2024 Jan 23, 2025	SELL	$40.26 - $44.35 $7,005 - $7,716	-174 Reduced 1.31%	13,145 $545 Million
Q3 2024 Oct 24, 2024	SELL	$36.99 - $40.84 $9,691 - $10,700	-262 Reduced 1.93%	13,319 $543 Million
Q2 2024 Jul 16, 2024	SELL	$35.43 - $37.76 $921 - $981	-26 Reduced 0.19%	13,581 $507 Million
Q1 2024 Apr 23, 2024	SELL	$35.11 - $37.45 $13,376 - $14,268	-381 Reduced 2.72%	13,607 $510 Million
Q4 2023 Jan 25, 2024	SELL	$32.1 - $35.91 $95,593 - $106,939	-2,978 Reduced 17.55%	13,988 $499 Million
Q3 2023 Oct 25, 2023	SELL	$33.03 - $35.21 $6,606 - $7,042	-200 Reduced 1.17%	16,966 $561 Million
Q2 2023 Aug 07, 2023	BUY	$33.12 - $35.11 $568,537 - $602,698	17,166 New	17,166 $588 Million

Others Institutions Holding SMMV

# of Institutions

138

Shares Held

5.82M

Call Options Held

Put Options Held

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About ISHARES MSCI USA SMALL-CAP MIN

Ticker SMMV
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Fortune Financial Advisors, LLC Ishares Msci Usa Small Cap Min Transaction History