Fortune 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
$551K Buy
2025
Q1
$541K Sell
2024
Q4
$545K Sell
2024
Q3
$543K Sell
2024
Q2
$507K Sell
2024
Q1
$510K Sell
2023
Q4
$499K Sell
2023
Q3
$561K Sell
2023
Q2
$588K Buy