Creative Planning’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 | $3.73M | Sell |
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|
2025
Q1 | $3.69M | Buy |
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|
2024
Q4 | $3.67M | Sell |
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|
2024
Q3 | $3.66M | Sell |
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|
2024
Q2 | $3.37M | Buy |
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|
2024
Q1 | $3.38M | Sell |
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|
2023
Q4 | $3.31M | Sell |
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|
2023
Q3 | $3.34M | Sell |
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|
2023
Q2 | $3.53M | Buy |
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|
2023
Q1 | $3.57M | Sell |
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|
2022
Q4 | $3.63M | Sell |
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|
2022
Q3 | $3.36M | Sell |
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|
2022
Q2 | $3.66M | Sell |
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|
2022
Q1 | $4.07M | Buy |
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|
2021
Q4 | $4.26M | Buy |
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|
2021
Q3 | $4M | Sell |
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|
2021
Q2 | $4.13M | Buy |
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|
2021
Q1 | $3.91M | Sell |
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|
2020
Q4 | $3.64M | Sell |
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|
2020
Q3 | $3.24M | Buy |
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