Ameritas Advisory Services’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
Q4 | – | Sell |
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|
2025
Q3 | $170K | Buy |
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|
2025
Q2 | $133K | Sell |
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|
2025
Q1 | $251K | Sell |
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|
2024
Q4 | $269K | Buy |
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|
2024
Q3 | $264K | Buy |
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|
2024
Q2 | $240K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $246K | Sell |
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|
2023
Q3 | $393K | Buy |
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|
2023
Q2 | $289K | Sell |
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|
2023
Q1 | $721K | Sell |
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|
2022
Q4 | $955K | Sell |
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|
2022
Q3 | $1.47M | Sell |
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|
2022
Q2 | $2.24M | Sell |
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|
2022
Q1 | $3.67M | Sell |
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|
2021
Q4 | $5.64M | Buy |
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