Freedom Investment Management’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 | $343K | Sell |
8,165
-35
| -0.4% | -$1.47K | 0.03% | 549 |
|
|
2025
Q1 | $340K | Sell |
8,200
-631
| -7% | -$26.2K | 0.03% | 545 |
|
|
2024
Q4 | $366K | Sell |
8,831
-441
| -5% | -$18.3K | 0.03% | 528 |
|
|
2024
Q3 | $378K | Sell |
9,272
-614
| -6% | -$25.1K | 0.03% | 519 |
|
|
2024
Q2 | $369K | Sell |
9,886
-2,045
| -17% | -$76.3K | 0.03% | 508 |
|
|
2024
Q1 | $447K | Buy |
+11,931
| New | +$447K | 0.04% | 475 |
|