Heritage Wealth Advisors’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	–	Sell	-48	Closed	-$2K	–	588
2025 Q1	$2K	Buy	+48	New	+$2K	﹤0.01%	505