Cetera Investment Advisers’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 | $285K | Buy |
6,780
+735
| +12% | +$30.9K | ﹤0.01% | 3439 |
|
|
2025
Q1 | $251K | Sell |
6,045
-372
| -6% | -$15.4K | ﹤0.01% | 3424 |
|
|
2024
Q4 | $266K | Buy |
6,417
+1,454
| +29% | +$60.3K | ﹤0.01% | 3205 |
|
|
2024
Q3 | $202K | Sell |
4,963
-655
| -12% | -$26.7K | ﹤0.01% | 3373 |
|
|
2024
Q2 | $210K | Sell |
5,618
-123
| -2% | -$4.59K | ﹤0.01% | 3328 |
|
|
2024
Q1 | $215K | Buy |
+5,741
| New | +$215K | ﹤0.01% | 3307 |
|