Adamsbrown Wealth Consultants’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $426K | Sell |
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|
2025
Q1 | $423K | Buy |
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|
2024
Q4 | $422K | Buy |
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|
2024
Q3 | $411K | Sell |
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|
2024
Q2 | $458K | Sell |
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|
2024
Q1 | $467K | Buy |
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|
2023
Q4 | $436K | Sell |
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|
2023
Q3 | $444K | Sell |
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|
2023
Q2 | $923K | Sell |
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|
2023
Q1 | $1.06M | Buy |
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|
2022
Q4 | $1.03M | Sell |
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|
2022
Q3 | $1.31M | Sell |
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|
2022
Q2 | $1.67M | Sell |
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|
2022
Q1 | $2M | Sell |
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|
2021
Q4 | $2.2M | Buy |
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