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Position history for WELLS FARGO & COMPANY/MNWELLS FARGO & COMPANY/MN's holdings in ISHARES TR

WELLS FARGO & COMPANY/MN holds 45,646 shares of SMMV (ISHARES TR), worth $2.1M as of 2026-Q2. The position was decreased (-8.5% shares). SMMV represents 0.0% of WELLS FARGO & COMPANY/MN's portfolio.

Current Value

$2.1M

Current Shares

45,646

Total Value Change

+$1.4M

Total Shares Change

+29,495

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
45,646
-8.5%
$2.1M0.0%$46.04
0
2026-Q1
Decreased
49,873
-87.6%
$2.2M0.0%$45.99
0
2025-Q4
Decreased
402,799
-0.1%
$17.5M0.0%$43.61
0
2025-Q3
Increased
403,288
+12.5%
$17.4M0.0%$42.65
32
2025-Q2
Increased
358,555
+484.2%
$15.1M0.0%$41.58
45
2025-Q1
Increased
61,376
+193.9%
$2.5M0.0%$40.73
42
2024-Q4
Increased
20,886
+29.3%
$865,9400.0%$40.63
31
2024-Q3
Decreased
16,151
-39.7%
$658,9710.0%$39.65
0

Other major holders of SMMV: Steward Partners Investment Advisory, LLC, MERCER GLOBAL ADVISORS INC /ADV, ENVESTNET ASSET MANAGEMENT INC

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