Avantax Advisory Services’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Avantax Advisory Services’s Portfolio SMMV Stock Details SMMV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$283K	Buy
2025 Q1	$279K	Buy
2024 Q4	$277K	Buy
2024 Q3	$218K	Sell
2024 Q2	$235K	Buy
2024 Q1	$224K	Buy
2023 Q4	$213K	Sell
2023 Q3	$202K	Sell
2023 Q2	$213K	Buy
2023 Q1	$209K	Buy