AWM
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Avior Wealth Management’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Avior Wealth Management’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
Q1 		– Sell
-21
Closed -$870 – 2077
2024
Q4 		$870 Sell
21
-228
-92% -$9.63K ﹤0.01% 2213
2024
Q3 		$10.2K Sell
249
-388
-61% -$15.3K ﹤0.01% 1559
2024
Q2 		$23.8K Buy
+637
New +$23.5K ﹤0.01% 1308
2023
Q2 		– Sell
-109
Closed -$3.78K – 1668
2023
Q1 		$3.78K Buy
+109
New +$3.85K ﹤0.01% 1274
2022
Q2 		– Sell
-130
Closed -$4K – 1219
2022
Q1 		$4K Buy
+130
New +$4.77K ﹤0.01% 930

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WMR
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Ameriprise
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Commonwealth Equity Services
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LPL Financial
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BWM
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SWP
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