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Joel Adams & Associates’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Joel Adams & Associates’s Portfolio SMMV Stock Details SMMV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$226K Sell
5,378
-5,856
-52% -$246K 0.2% 58
2025
Q1 		$466K Sell
11,234
-5,607
-33% -$232K 0.42% 33
2024
Q4 		$698K Buy
+16,841
New +$698K 0.63% 27