FFWM
Future Financial Wealth Management’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1
| Closed | -$41 | – | 458 |
|
|
2025
Q1 | $41 | Hold |
1
| – | – | ﹤0.01% | 445 |
|
|
2024
Q4 | $41 | Hold |
1
| – | – | ﹤0.01% | 444 |
|
|
2024
Q3 | $41 | Buy |
+1
| New | +$41 | ﹤0.01% | 466 |
|
|
2024
Q2 | – | Sell |
-1
| Closed | -$37 | – | 408 |
|
|
2024
Q1 | $37 | Buy |
+1
| New | +$37 | ﹤0.01% | 501 |
|
|
2023
Q2 | – | Sell |
-44,997
| Closed | -$1.56M | – | 119 |
|
|
2023
Q1 | $1.56M | Buy |
44,997
+11,440
| +34% | +$397K | 1.72% | 16 |
|
|
2022
Q4 | $1.16M | Sell |
33,557
-519
| -2% | -$18K | 1.32% | 23 |
|
|
2022
Q3 | $1.16M | Buy |
+34,076
| New | +$1.16M | 1.34% | 21 |
|