Janney Montgomery Scott’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $485K | Buy |
11,549
+92
| +0.8% | +$3.86K | ﹤0.01% | 2025 |
|
2025
Q1 | $475K | Sell |
11,457
-3,234
| -22% | -$134K | ﹤0.01% | 2018 |
|
2024
Q4 | $609K | Buy |
+14,691
| New | +$609K | ﹤0.01% | 1872 |
|
2021
Q4 | – | Sell |
-15,763
| Closed | -$584K | – | 2423 |
|
2021
Q3 | $584K | Buy |
+15,763
| New | +$584K | ﹤0.01% | 1559 |
|
2021
Q2 | – | Sell |
-7,717
| Closed | -$284K | – | 2296 |
|
2021
Q1 | $284K | Sell |
7,717
-591
| -7% | -$21.8K | ﹤0.01% | 1878 |
|
2020
Q4 | $282K | Buy |
+8,308
| New | +$282K | ﹤0.01% | 1921 |
|