Ameritas Investment Partners’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $140K | Buy |
3,343
+290
| +9% | +$12.2K | ﹤0.01% | 1513 |
|
2025
Q1 | $127K | Buy |
3,053
+313
| +11% | +$13K | ﹤0.01% | 1545 |
|
2024
Q4 | $114K | Buy |
2,740
+68
| +3% | +$2.82K | ﹤0.01% | 1687 |
|
2024
Q3 | $109K | Buy |
2,672
+585
| +28% | +$23.9K | ﹤0.01% | 1718 |
|
2024
Q2 | $77.8K | Buy |
2,087
+247
| +13% | +$9.21K | ﹤0.01% | 1888 |
|
2024
Q1 | $68.9K | Buy |
1,840
+272
| +17% | +$10.2K | ﹤0.01% | 1961 |
|
2023
Q4 | $56K | Buy |
1,568
+79
| +5% | +$2.82K | ﹤0.01% | 2108 |
|
2023
Q3 | $49.2K | Buy |
1,489
+300
| +25% | +$9.92K | ﹤0.01% | 2117 |
|
2023
Q2 | $40.8K | Buy |
1,189
+70
| +6% | +$2.4K | ﹤0.01% | 2164 |
|
2023
Q1 | $38.8K | Buy |
1,119
+186
| +20% | +$6.45K | ﹤0.01% | 2132 |
|
2022
Q4 | $32.3K | Buy |
933
+7
| +0.8% | +$242 | ﹤0.01% | 2321 |
|
2022
Q3 | $29K | Buy |
926
+107
| +13% | +$3.35K | ﹤0.01% | 2328 |
|
2022
Q2 | $27K | Sell |
819
-20
| -2% | -$659 | ﹤0.01% | 2398 |
|
2022
Q1 | $31K | Buy |
839
+136
| +19% | +$5.03K | ﹤0.01% | 2347 |
|
2021
Q4 | $27K | Buy |
703
+10
| +1% | +$384 | ﹤0.01% | 2501 |
|
2021
Q3 | $25K | Sell |
693
-116
| -14% | -$4.19K | ﹤0.01% | 2583 |
|
2021
Q2 | $30K | Sell |
809
-45
| -5% | -$1.67K | ﹤0.01% | 2508 |
|
2021
Q1 | $31K | Buy |
854
+107
| +14% | +$3.88K | ﹤0.01% | 2362 |
|
2020
Q4 | $25K | Buy |
747
+271
| +57% | +$9.07K | ﹤0.01% | 2358 |
|
2020
Q3 | $13K | Buy |
476
+201
| +73% | +$5.49K | ﹤0.01% | 2601 |
|
2020
Q2 | $7K | Buy |
275
+65
| +31% | +$1.66K | ﹤0.01% | 2888 |
|
2020
Q1 | $5K | Buy |
+210
| New | +$5K | ﹤0.01% | 2829 |
|