J.P. Morgan Private Wealth Advisors’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
2023 Q3	$269K	Sell	8,130 -542	-6%	-$17.9K	﹤0.01%	1525
2023 Q2	$297K	Sell	8,672 -185	-2%	-$6.34K	﹤0.01%	1244
2023 Q1	$307K	Buy	8,857 +2,221	+33%	+$77K	﹤0.01%	1667
2022 Q4	$230K	Buy	+6,636	New	+$230K	﹤0.01%	1762