High Net Worth Advisory Group’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 | $455K | Sell |
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|
2025
Q1 | $463K | Sell |
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|
2024
Q4 | $1.79M | Sell |
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|
2024
Q3 | $1.81M | Buy |
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|
2024
Q2 | $1.64M | Sell |
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|
2024
Q1 | $1.68M | Buy |
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|
2023
Q4 | $1.59M | Sell |
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|
2023
Q3 | $1.63M | Sell |
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|
2023
Q2 | $1.71M | Sell |
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|
2023
Q1 | $1.81M | Sell |
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|
2022
Q4 | $1.87M | Sell |
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|
2022
Q3 | $1.91M | Buy |
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|
2022
Q2 | $2.02M | Sell |
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|
2022
Q1 | $2.4M | Buy |
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|
2021
Q4 | $2.38M | Buy |
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