Cornerstone 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $647K | Sell |
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|
2023
Q1 | $704K | Buy |
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|
2022
Q3 | $654K | Sell |
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|
2022
Q2 | $700K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $7.75M | Buy |
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|
2021
Q3 | $6.08M | Buy |
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|
2021
Q2 | $5.72M | Buy |
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|
2021
Q1 | $5.02M | Buy |
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|
2020
Q4 | $4.11M | Buy |
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|
2020
Q3 | $2.2M | Buy |
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|
2020
Q2 | $1.37M | Buy |
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|
2020
Q1 | $1.15M | Buy |
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|
2019
Q4 | $981K | Buy |
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|
2019
Q3 | $443K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $3.53M | Buy |
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|
2018
Q1 | $709K | Buy |
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|
2017
Q4 | $618K | Buy |
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