Global Retirement Partners’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 | $47.7K | Sell |
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2025
Q2 | $48.4K | Buy |
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|
2024
Q4 | $47.8K | Hold |
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|
2024
Q3 | $47K | Hold |
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|
2024
Q2 | $43K | Hold |
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|
2024
Q1 | $43.1K | Buy |
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|
2023
Q4 | $40.6K | Hold |
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|
2023
Q3 | $37.6K | Hold |
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|
2023
Q2 | $39.5K | Hold |
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|
2023
Q1 | $39.2K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $29K | Buy |
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|
2020
Q1 | $16K | Sell |
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|
2019
Q4 | $151K | Buy |
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|
2019
Q3 | $145K | Buy |
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|
2019
Q2 | $59K | Buy |
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