Great Valley Advisor Group’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	$435K	Buy	10,346 +25	+0.2%	+$1.05K	0.01%	642
2025 Q1	$427K	Sell	10,321 -283	-3%	-$11.7K	0.01%	632
2024 Q4	$440K	Buy	10,604 +3,255	+44%	+$135K	0.01%	600
2024 Q3	$300K	Buy	+7,349	New	+$300K	0.01%	688