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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $48.4K | Buy |
+1,153
| New | +$48.4K | ﹤0.01% | 1788 |
|
|
2024
Q4 | $47.8K | Hold |
1,152
| – | – | ﹤0.01% | 1636 |
|
|
2024
Q3 | $47K | Hold |
1,152
| – | – | ﹤0.01% | 1589 |
|
|
2024
Q2 | $43K | Hold |
1,152
| – | – | ﹤0.01% | 1619 |
|
|
2024
Q1 | $43.1K | Buy |
1,152
+1
| +0.1% | +$37 | ﹤0.01% | 1471 |
|
|
2023
Q4 | $40.6K | Hold |
1,151
| – | – | ﹤0.01% | 1453 |
|
|
2023
Q3 | $37.6K | Hold |
1,151
| – | – | ﹤0.01% | 1401 |
|
|
2023
Q2 | $39.5K | Hold |
1,151
| – | – | ﹤0.01% | 1380 |
|
|
2023
Q1 | $39.2K | Buy |
+1,151
| New | +$39.2K | ﹤0.01% | 1340 |
|
|
2020
Q3 | – | Sell |
-1,012
| Closed | -$29K | – | 1706 |
|
|
2020
Q2 | $29K | Buy |
1,012
+401
| +66% | +$11.5K | ﹤0.01% | 785 |
|
|
2020
Q1 | $16K | Sell |
611
-3,655
| -86% | -$95.7K | ﹤0.01% | 876 |
|
|
2019
Q4 | $151K | Buy |
4,266
+30
| +0.7% | +$1.06K | 0.02% | 421 |
|
|
2019
Q3 | $145K | Buy |
4,236
+2,470
| +140% | +$84.5K | 0.02% | 419 |
|
|
2019
Q2 | $59K | Buy |
+1,766
| New | +$59K | 0.01% | 579 |
|