Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Aug 12, 2022

SELL
$32.29 - $37.71 $107,202 - $125,197
-3,320 Reduced 34.21%
6,386 $217,000
Q4 2021

Feb 14, 2022

SELL
$36.63 - $39.41 $36,556 - $39,331
-998 Reduced 9.32%
9,706 $379,000
Q3 2021

Nov 15, 2021

SELL
$36.89 - $39.03 $92,815 - $98,199
-2,516 Reduced 19.03%
10,704 $396,000
Q2 2021

Aug 10, 2021

SELL
$36.77 - $38.54 $63,391 - $66,442
-1,724 Reduced 11.54%
13,220 $502,000
Q1 2021

May 13, 2021

SELL
$33.53 - $38.04 $39,498 - $44,811
-1,178 Reduced 7.31%
14,944 $550,000
Q4 2020

Feb 09, 2021

SELL
$29.43 - $33.96 $4.79 Million - $5.53 Million
-162,769 Reduced 90.99%
16,122 $546,000
Q3 2020

Nov 12, 2020

BUY
$28.46 - $31.09 $555,140 - $606,441
19,506 Added 12.24%
178,891 $5.23 Million
Q2 2020

Aug 11, 2020

BUY
$24.04 - $30.77 $972,033 - $1.24 Million
40,434 Added 33.99%
159,385 $4.62 Million
Q4 2019

Feb 18, 2020

BUY
$33.75 - $35.48 $767,745 - $807,099
22,748 Added 23.65%
118,951 $4.22 Million
Q3 2019

Oct 18, 2019

BUY
$33.28 - $34.72 $588,756 - $614,231
17,691 Added 22.53%
96,203 $3.3 Million
Q2 2019

Jul 22, 2019

BUY
$32.08 - $33.66 $511,676 - $536,877
15,950 Added 25.49%
78,512 $2.62 Million
Q1 2019

Apr 18, 2019

BUY
$28.7 - $32.39 $995,775 - $1.12 Million
34,696 Added 124.51%
62,562 $2.02 Million
Q4 2018

Jan 23, 2019

BUY
$27.82 - $32.39 $775,232 - $902,579
27,866 New
27,866 $809,000

Others Institutions Holding SMMV

About ISHARES MSCI USA SMALL-CAP MIN


  • Ticker SMMV
  • Sector ETFs
  • Industry ETFs
More about SMMV
Track This Portfolio

Track Wealthquest Corp Portfolio

Follow Wealthquest Corp and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthquest Corp, based on Form 13F filings with the SEC.

News

Stay updated on Wealthquest Corp with notifications on news.