Founders Financial Alliance’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
Q3 | $20.8K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $20.1K | Hold |
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|
2024
Q4 | $20.1K | Hold |
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|
2024
Q3 | $19.7K | Hold |
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|
2024
Q2 | $18.1K | Hold |
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|
2024
Q1 | $18.1K | Buy |
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|
2023
Q4 | $4.64K | Sell |
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|
2023
Q3 | $6.41K | Hold |
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|
2023
Q2 | $6.65K | Buy |
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|
2023
Q1 | $1.23K | Sell |
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|
2022
Q4 | $8.3K | Buy |
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|
2022
Q3 | $6K | Hold |
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|
2022
Q2 | $7K | Hold |
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|
2022
Q1 | $7K | Buy |
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|
2021
Q4 | $7K | Hold |
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|
2021
Q3 | $6K | Buy |
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|
2021
Q2 | $1K | Buy |
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