Avior Wealth Management’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-21
| Closed | -$870 | – | 2077 |
|
|
2024
Q4 | $870 | Sell |
21
-228
| -92% | -$9.45K | ﹤0.01% | 2213 |
|
|
2024
Q3 | $10.2K | Sell |
249
-388
| -61% | -$15.8K | ﹤0.01% | 1559 |
|
|
2024
Q2 | $23.8K | Buy |
+637
| New | +$23.8K | ﹤0.01% | 1308 |
|
|
2023
Q2 | – | Sell |
-109
| Closed | -$3.78K | – | 1668 |
|
|
2023
Q1 | $3.78K | Buy |
+109
| New | +$3.78K | ﹤0.01% | 1274 |
|
|
2022
Q2 | – | Sell |
-130
| Closed | -$4K | – | 1219 |
|
|
2022
Q1 | $4K | Buy |
+130
| New | +$4K | ﹤0.01% | 930 |
|