Insight Wealth Strategies’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-6,025
Closed -$223K 189
2021
Q3
$223K Buy
6,025
+389
+7% +$14.4K 0.03% 178
2021
Q2
$214K Buy
+5,636
New +$214K 0.03% 175