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SMMVSMMV
31 quarters

Position history for LPL Financial LLCLPL Financial LLC's holdings in ISHARES TR

LPL Financial LLC holds 153,476 shares of SMMV (ISHARES TR), worth $7.1M as of 2026-Q2. The position was increased (+14.1% shares). SMMV represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$7.1M

Current Shares

153,476

Total Value Change

+$2.6M

Total Shares Change

-658

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
153,476
+14.1%
$7.1M0.0%$46.04
31
2026-Q1
Decreased
134,542
-18.5%
$5.9M0.0%$45.99
0
2025-Q4
Increased
164,994
+4.0%
$7.1M0.0%$43.61
28
2025-Q3
Decreased
158,728
-3.1%
$6.8M0.0%$42.65
0
2025-Q2
Increased
163,857
+17.0%
$6.9M0.0%$41.58
32
2025-Q1
Decreased
140,053
-2.8%
$5.8M0.0%$40.73
0
2024-Q4
Decreased
144,091
-4.7%
$6M0.0%$40.63
0
2024-Q3
Decreased
151,164
-1.6%
$6.2M0.0%$39.65
0
2024-Q2
Decreased
153,683
-10.7%
$5.7M0.0%$36.18
0
2024-Q1
Decreased
172,067
-16.9%
$6.4M0.0%$36.24
0
2023-Q4
Increased
207,047
+7.9%
$7.4M0.0%$34.42
30
2023-Q3
Decreased
191,939
-22.2%
$6.3M0.0%$31.73
0
2023-Q2
Decreased
246,652
-8.1%
$8.5M0.0%$32.66
0
2023-Q1
Decreased
268,375
-5.8%
$9.3M0.0%$32.58
0
2022-Q4
Decreased
284,856
-9.0%
$9.9M0.0%$32.75
0
2022-Q3
Increased
312,917
+3.6%
$10M0.0%$30.29
29
2022-Q2
Decreased
302,074
-4.7%
$10.3M0.0%$31.97
0
2022-Q1
Decreased
316,800
-1.5%
$11.8M0.0%$35.00
0
2021-Q4
Decreased
321,501
-10.2%
$12.6M0.0%$36.41
0
2021-Q3
Decreased
358,157
-0.8%
$13.3M0.0%$34.86
0
2021-Q2
Decreased
361,017
-10.9%
$13.7M0.0%$35.13
0
2021-Q1
Increased
405,412
+7.1%
$14.9M0.0%$33.95
30
2020-Q4
Decreased
378,388
-2.6%
$12.8M0.0%$31.06
0
2020-Q3
Decreased
388,459
-19.4%
$11.4M0.0%$26.73
0
2020-Q2
Increased
481,837
+14.4%
$14M0.0%$26.13
32
2020-Q1
Increased
421,206
+11.5%
$10.9M0.0%$23.62
31
2019-Q4
Increased
377,892
+14.6%
$13.4M0.0%$32.13
32
2019-Q3
Increased
329,718
+16.1%
$11.3M0.0%$30.79
32
2019-Q2
Increased
283,874
+23.9%
$9.5M0.0%$29.87
34
2019-Q1
Increased
229,047
+48.6%
$7.4M0.0%$28.78
38
2018-Q4
New
154,134
-
$4.5M0.0%$25.62
37

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

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