Armbruster Capital Management’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 | $1.99M | Buy |
47,350
+7,075
| +18% | +$297K | 0.36% | 41 |
|
|
2025
Q1 | $1.67M | Buy |
40,275
+575
| +1% | +$23.8K | 0.33% | 42 |
|
|
2024
Q4 | $1.65M | Sell |
39,700
-75
| -0.2% | -$3.11K | 0.33% | 44 |
|
|
2024
Q3 | $1.62M | Sell |
39,775
-700
| -2% | -$28.6K | 0.32% | 46 |
|
|
2024
Q2 | $1.51M | Sell |
40,475
-650
| -2% | -$24.2K | 0.31% | 44 |
|
|
2024
Q1 | $1.54M | Buy |
41,125
+150
| +0.4% | +$5.62K | 0.33% | 39 |
|
|
2023
Q4 | $1.46M | Buy |
40,975
+8,400
| +26% | +$300K | 0.33% | 40 |
|
|
2023
Q3 | $1.08M | Buy |
32,575
+11,900
| +58% | +$393K | 0.27% | 43 |
|
|
2023
Q2 | $709K | Hold |
20,675
| – | – | 0.17% | 52 |
|
|
2023
Q1 | $717K | Buy |
20,675
+575
| +3% | +$19.9K | 0.18% | 51 |
|
|
2022
Q4 | $695K | Buy |
20,100
+175
| +0.9% | +$6.06K | 0.18% | 48 |
|
|
2022
Q3 | $636K | Buy |
19,925
+9,825
| +97% | +$314K | 0.18% | 55 |
|
|
2022
Q2 | $344K | Buy |
+10,100
| New | +$344K | 0.09% | 86 |
|