Harbour Investments’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
Q2 | $178K | Sell |
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|
2025
Q1 | $205K | Hold |
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|
2024
Q4 | $205K | Sell |
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|
2024
Q3 | $204K | Hold |
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|
2024
Q2 | $186K | Hold |
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|
2024
Q1 | $187K | Sell |
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|
2023
Q4 | $226K | Buy |
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|
2023
Q3 | $206K | Hold |
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|
2023
Q2 | $214K | Sell |
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|
2023
Q1 | $220K | Sell |
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|
2022
Q4 | $273K | Sell |
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|
2022
Q3 | $288K | Hold |
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|
2022
Q2 | $288K | Buy |
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|
2021
Q4 | $388K | Sell |
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|
2021
Q3 | $391K | Buy |
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|
2021
Q2 | $379K | Sell |
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|
2021
Q1 | $401K | Buy |
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