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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $551K | Buy |
13,106
+42
| +0.3% | +$1.76K | 0.44% | 58 |
|
|
2025
Q1 | $541K | Sell |
13,064
-81
| -0.6% | -$3.36K | 0.47% | 56 |
|
|
2024
Q4 | $545K | Sell |
13,145
-174
| -1% | -$7.21K | 0.5% | 56 |
|
|
2024
Q3 | $543K | Sell |
13,319
-262
| -2% | -$10.7K | 0.49% | 56 |
|
|
2024
Q2 | $507K | Sell |
13,581
-26
| -0.2% | -$970 | 0.31% | 83 |
|
|
2024
Q1 | $510K | Sell |
13,607
-381
| -3% | -$14.3K | 0.32% | 84 |
|
|
2023
Q4 | $499K | Sell |
13,988
-2,978
| -18% | -$106K | 0.35% | 74 |
|
|
2023
Q3 | $561K | Sell |
16,966
-200
| -1% | -$6.61K | 0.43% | 64 |
|
|
2023
Q2 | $588K | Buy |
+17,166
| New | +$588K | 0.44% | 61 |
|