JPMorgan Chase & Co’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 | $3.05M | Sell |
72,657
-10,435
| -13% | -$438K | ﹤0.01% | 3058 |
|
2025
Q1 | $3.44M | Sell |
83,092
-1,607
| -2% | -$66.6K | ﹤0.01% | 2914 |
|
2024
Q4 | $3.51M | Buy |
84,699
+70,810
| +510% | +$2.94M | ﹤0.01% | 3020 |
|
2024
Q3 | $567K | Buy |
13,889
+10,585
| +320% | +$432K | ﹤0.01% | 3946 |
|
2024
Q2 | $123K | Sell |
3,304
-5,870
| -64% | -$219K | ﹤0.01% | 4505 |
|
2024
Q1 | $344K | Buy |
9,174
+456
| +5% | +$17.1K | ﹤0.01% | 4174 |
|
2023
Q4 | $311K | Buy |
8,718
+6,408
| +277% | +$229K | ﹤0.01% | 4163 |
|
2023
Q3 | $76.4K | Buy |
2,310
+2,114
| +1,079% | +$69.9K | ﹤0.01% | 4757 |
|
2023
Q2 | $6.72K | Sell |
196
-7,929
| -98% | -$272K | ﹤0.01% | 5227 |
|
2023
Q1 | $282K | Sell |
8,125
-194
| -2% | -$6.73K | ﹤0.01% | 4125 |
|
2022
Q4 | $288K | Buy |
+8,319
| New | +$288K | ﹤0.01% | 4041 |
|
2020
Q1 | – | Sell |
-5,245
| Closed | -$186K | – | 4817 |
|
2019
Q4 | $186K | Sell |
5,245
-132
| -2% | -$4.68K | ﹤0.01% | 3835 |
|
2019
Q3 | $185K | Sell |
5,377
-1,851
| -26% | -$63.7K | ﹤0.01% | 3780 |
|
2019
Q2 | $239K | Sell |
7,228
-363
| -5% | -$12K | ﹤0.01% | 3702 |
|
2019
Q1 | $245K | Buy |
7,591
+137
| +2% | +$4.42K | ﹤0.01% | 3673 |
|
2018
Q4 | $217K | Buy |
+7,454
| New | +$217K | ﹤0.01% | 3777 |
|