Hibernia Wealth 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 | $375K | Buy |
8,936
+3,982
| +80% | +$167K | 0.12% | 58 |
|
|
2025
Q1 | $205K | Buy |
4,954
+6
| +0.1% | +$249 | 0.15% | 43 |
|
|
2024
Q4 | $205K | Sell |
4,948
-4,934
| -50% | -$205K | 0.13% | 51 |
|
|
2024
Q3 | $403K | Buy |
9,882
+13
| +0.1% | +$530 | 0.12% | 76 |
|
|
2024
Q2 | $368K | Buy |
+9,869
| New | +$368K | 0.13% | 54 |
|
|
2023
Q4 | – | Sell |
-5,125
| Closed | -$169K | – | 286 |
|
|
2023
Q3 | $169K | Buy |
+5,125
| New | +$169K | 0.13% | 60 |
|