IFWM
SMLV icon

Institute for Wealth Management’s SPDR SSGA US Small Cap Low Volatility Index ETF SMLV Stock Holding History

Institute for Wealth Management’s Portfolio SMLV Stock Details SMLV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-2,671
Closed -$204K – 437
2020
Q2 		$204K Buy
+2,671
New +$204K 0.05% 396
2020
Q1 		– Sell
-2,272
Closed -$227K – 629
2019
Q4 		$227K Buy
+2,272
New +$227K 0.05% 401