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