Apollon Wealth Management’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
Q3 | $1.1M | Buy |
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|
2025
Q2 | $1.07M | Sell |
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|
2025
Q1 | $1.07M | Sell |
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|
2024
Q4 | $1.09M | Buy |
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|
2024
Q3 | $1.07M | Sell |
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|
2024
Q2 | $1.63M | Sell |
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|
2024
Q1 | $1.65M | Buy |
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|
2023
Q4 | $1.55M | Buy |
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|
2023
Q3 | $1.28M | Sell |
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|
2023
Q2 | $1.38M | Sell |
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|
2023
Q1 | $1.4M | Buy |
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|
2022
Q4 | $1.34M | Buy |
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|
2022
Q3 | $628K | Buy |
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|
2022
Q2 | $616K | Sell |
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|
2022
Q1 | $739K | Buy |
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|
2021
Q4 | $599K | Buy |
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|
2021
Q3 | $503K | Buy |
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|
2021
Q2 | $307K | Buy |
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|
2021
Q1 | $289K | Buy |
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