Brickley Wealth Management’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.37M | Sell |
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|
2025
Q1 | $5.3M | Buy |
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|
2024
Q4 | $5.31M | Hold |
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|
2024
Q3 | $5.22M | Buy |
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|
2024
Q2 | $4.73M | Hold |
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|
2024
Q1 | $4.75M | Buy |
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|
2023
Q4 | $4.53M | Sell |
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|
2023
Q3 | $4.2M | Sell |
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|
2023
Q2 | $4.41M | Buy |
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|
2023
Q1 | $4.46M | Buy |
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|
2022
Q4 | $4.44M | Sell |
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|
2022
Q3 | $4.11M | Buy |
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|
2022
Q2 | $4.39M | Sell |
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|
2022
Q1 | $5.05M | Sell |
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|
2021
Q4 | $5.36M | Sell |
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|
2021
Q3 | $5.13M | Sell |
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|
2021
Q2 | $5.35M | Buy |
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|
2021
Q1 | $5.18M | Buy |
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|
2020
Q4 | $4.76M | Buy |
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|
2020
Q3 | $4.13M | Buy |
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|
2020
Q2 | $3.63M | Buy |
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|
2020
Q1 | $3M | Buy |
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|
2019
Q4 | $531K | Buy |
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|
2019
Q3 | $492K | Buy |
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