IFP Advisors’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 | $1.85K | Hold |
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|
2025
Q1 | $1.82K | Hold |
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|
2024
Q4 | $1.82K | Hold |
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|
2024
Q3 | $1.79K | Sell |
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|
2024
Q2 | $8.44K | Hold |
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|
2024
Q1 | $8.48K | Hold |
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|
2023
Q4 | $8.06K | Buy |
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|
2023
Q3 | $7.41K | Sell |
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|
2023
Q2 | $19.5K | Sell |
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|
2023
Q1 | $48.2K | Sell |
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|
2022
Q4 | $61K | Sell |
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|
2022
Q3 | $117K | Buy |
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|
2022
Q2 | $107K | Hold |
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|
2022
Q1 | $107K | Buy |
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|
2021
Q4 | $81K | Sell |
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|
2021
Q3 | $183K | Sell |
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|
2021
Q2 | $352K | Sell |
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|
2021
Q1 | $371K | Sell |
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|
2020
Q4 | $381K | Sell |
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|
2020
Q3 | $551K | Buy |
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|
2020
Q2 | $478K | Buy |
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|
2020
Q1 | $161K | Buy |
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|
2019
Q4 | $56K | Buy |
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|
2019
Q3 | – | Hold |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $378K | Buy |
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|
2018
Q3 | $5K | Hold |
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|
2018
Q2 | $5K | Buy |
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