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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-484
| Closed | -$20.1K | – | 607 |
|
|
2025
Q1 | $20.1K | Hold |
484
| – | – | ﹤0.01% | 493 |
|
|
2024
Q4 | $20.1K | Hold |
484
| – | – | 0.01% | 441 |
|
|
2024
Q3 | $19.7K | Hold |
484
| – | – | 0.01% | 453 |
|
|
2024
Q2 | $18.1K | Hold |
484
| – | – | 0.01% | 442 |
|
|
2024
Q1 | $18.1K | Buy |
484
+354
| +272% | +$13.3K | 0.01% | 451 |
|
|
2023
Q4 | $4.64K | Sell |
130
-64
| -33% | -$2.28K | ﹤0.01% | 465 |
|
|
2023
Q3 | $6.41K | Hold |
194
| – | – | ﹤0.01% | 437 |
|
|
2023
Q2 | $6.65K | Buy |
194
+158
| +439% | +$5.42K | ﹤0.01% | 462 |
|
|
2023
Q1 | $1.23K | Sell |
36
-204
| -85% | -$6.98K | ﹤0.01% | 448 |
|
|
2022
Q4 | $8.3K | Buy |
240
+46
| +24% | +$1.59K | ﹤0.01% | 427 |
|
|
2022
Q3 | $6K | Hold |
194
| – | – | ﹤0.01% | 436 |
|
|
2022
Q2 | $7K | Hold |
194
| – | – | ﹤0.01% | 450 |
|
|
2022
Q1 | $7K | Buy |
194
+13
| +7% | +$469 | ﹤0.01% | 407 |
|
|
2021
Q4 | $7K | Hold |
181
| – | – | ﹤0.01% | 446 |
|
|
2021
Q3 | $6K | Buy |
181
+153
| +546% | +$5.07K | ﹤0.01% | 420 |
|
|
2021
Q2 | $1K | Buy |
+28
| New | +$1K | ﹤0.01% | 476 |
|