Capital Investment 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 | $2.56K | Hold |
61
| – | – | ﹤0.01% | 1018 |
|
|
2025
Q1 | $2.53K | Hold |
61
| – | – | ﹤0.01% | 951 |
|
|
2024
Q4 | $2.53K | Hold |
61
| – | – | ﹤0.01% | 886 |
|
|
2024
Q3 | $2.49K | Hold |
61
| – | – | ﹤0.01% | 931 |
|
|
2024
Q2 | $2.28K | Hold |
61
| – | – | ﹤0.01% | 913 |
|
|
2024
Q1 | $2.28K | Hold |
61
| – | – | ﹤0.01% | 907 |
|
|
2023
Q4 | $2.18K | Hold |
61
| – | – | ﹤0.01% | 914 |
|
|
2023
Q3 | $2.02K | Hold |
61
| – | – | ﹤0.01% | 874 |
|
|
2023
Q2 | $2.09K | Hold |
61
| – | – | ﹤0.01% | 844 |
|
|
2023
Q1 | $2.12K | Buy |
+61
| New | +$2.12K | ﹤0.01% | 835 |
|
|
2022
Q4 | – | Sell |
-61
| Closed | -$2K | – | 872 |
|
|
2022
Q3 | $2K | Hold |
61
| – | – | ﹤0.01% | 779 |
|
|
2022
Q2 | $2K | Hold |
61
| – | – | ﹤0.01% | 798 |
|
|
2022
Q1 | $2K | Hold |
61
| – | – | ﹤0.01% | 815 |
|
|
2021
Q4 | $2K | Buy |
+61
| New | +$2K | ﹤0.01% | 795 |
|