Kestra Advisory Services’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $633K | Buy |
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|
2025
Q1 | $607K | Sell |
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|
2024
Q4 | $613K | Sell |
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|
2024
Q3 | $1.22M | Buy |
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|
2024
Q2 | $1.12M | Sell |
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|
2024
Q1 | $1.16M | Sell |
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|
2023
Q4 | $1.17M | Sell |
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|
2023
Q3 | $1.85M | Sell |
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|
2023
Q2 | $2.05M | Sell |
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|
2023
Q1 | $2.16M | Sell |
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|
2022
Q4 | $2.25M | Sell |
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|
2022
Q3 | $2.62M | Buy |
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|
2022
Q2 | $2.36M | Sell |
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|
2022
Q1 | $2.73M | Sell |
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|
2021
Q4 | $3.01M | Sell |
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|
2021
Q3 | $3.54M | Sell |
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|
2021
Q2 | $4.01M | Sell |
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|
2021
Q1 | $4.47M | Sell |
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|
2020
Q4 | $9.93M | Sell |
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|
2020
Q3 | $14.3M | Buy |
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