Avantax Advisory Services’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 | $283K | Buy |
6,740
+4
| +0.1% | +$168 | ﹤0.01% | 1960 |
|
|
2025
Q1 | $279K | Buy |
6,736
+63
| +0.9% | +$2.61K | ﹤0.01% | 1883 |
|
|
2024
Q4 | $277K | Buy |
6,673
+1,331
| +25% | +$55.2K | ﹤0.01% | 1835 |
|
|
2024
Q3 | $218K | Sell |
5,342
-947
| -15% | -$38.6K | ﹤0.01% | 1960 |
|
|
2024
Q2 | $235K | Buy |
6,289
+310
| +5% | +$11.6K | ﹤0.01% | 1860 |
|
|
2024
Q1 | $224K | Buy |
5,979
+3
| +0.1% | +$112 | ﹤0.01% | 1479 |
|
|
2023
Q4 | $213K | Sell |
5,976
-150
| -2% | -$5.35K | ﹤0.01% | 1444 |
|
|
2023
Q3 | $202K | Sell |
6,126
-85
| -1% | -$2.81K | ﹤0.01% | 1429 |
|
|
2023
Q2 | $213K | Buy |
6,211
+173
| +3% | +$5.93K | ﹤0.01% | 1374 |
|
|
2023
Q1 | $209K | Buy |
+6,038
| New | +$209K | ﹤0.01% | 1351 |
|