CAPTRUST Financial Advisors’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 | $446K | Hold |
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2025
Q1 | $440K | Hold |
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|
2024
Q4 | $441K | Buy |
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|
2024
Q3 | $428K | Sell |
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|
2024
Q2 | $425K | Sell |
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|
2024
Q1 | $464K | Sell |
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|
2023
Q4 | $460K | Sell |
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|
2023
Q3 | $449K | Sell |
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|
2023
Q2 | $509K | Sell |
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|
2023
Q1 | $522K | Sell |
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|
2022
Q4 | $746K | Sell |
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|
2022
Q3 | $3.76M | Buy |
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|
2022
Q2 | $3.56M | Buy |
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|
2022
Q1 | $1.87M | Buy |
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|
2021
Q4 | $1.42M | Sell |
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|
2021
Q3 | $2.23M | Sell |
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|
2021
Q2 | $3.11M | Buy |
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