IHT Wealth Management’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 | $367K | Hold |
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|
2025
Q1 | $362K | Sell |
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|
2024
Q4 | $370K | Sell |
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|
2024
Q3 | $428K | Sell |
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|
2024
Q2 | $432K | Sell |
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|
2024
Q1 | $680K | Sell |
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|
2023
Q4 | $977K | Sell |
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|
2023
Q3 | $1.12M | Sell |
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|
2023
Q2 | $1.17M | Sell |
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|
2023
Q1 | $1.19M | Buy |
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|
2022
Q4 | $1.19M | Buy |
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|
2022
Q3 | $1.09M | Buy |
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|
2022
Q2 | $1.15M | Buy |
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|
2022
Q1 | $1.22M | Sell |
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|
2021
Q4 | $1.31M | Sell |
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|
2021
Q3 | $1.5M | Sell |
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|
2021
Q2 | $1.76M | Buy |
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|
2021
Q1 | $1.65M | Buy |
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|
2020
Q4 | $1.36M | Buy |
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|
2020
Q3 | $544K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $970K | Buy |
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|
2019
Q4 | $1.11M | Buy |
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|
2019
Q3 | $1.03M | Buy |
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|
2019
Q2 | $818K | Buy |
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|
2019
Q1 | $710K | Buy |
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