Leelyn Smith’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 | $1.22M | Hold |
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2025
Q1 | $1.2M | Sell |
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|
2024
Q4 | $1.22M | Hold |
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|
2024
Q3 | $1.2M | Sell |
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|
2024
Q2 | $1.1M | Sell |
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|
2024
Q1 | $1.15M | Buy |
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|
2023
Q4 | $1.05M | Sell |
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|
2023
Q3 | $1.05M | Sell |
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|
2023
Q2 | $1.13M | Hold |
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|
2023
Q1 | $1.14M | Sell |
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|
2022
Q4 | $2.05M | Buy |
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|
2022
Q3 | $1.18M | Sell |
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|
2022
Q2 | $1.66M | Sell |
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|
2022
Q1 | $1.93M | Sell |
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|
2021
Q4 | $2.06M | Sell |
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|
2021
Q3 | $2M | Sell |
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|
2021
Q2 | $15.2M | Sell |
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|
2021
Q1 | $14.9M | Buy |
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|
2020
Q4 | $13.8M | Sell |
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|
2020
Q3 | $12.5M | Buy |
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|
2020
Q2 | $11.4M | Buy |
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|
2020
Q1 | $6.9M | Sell |
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|
2019
Q4 | $10.6K | Buy |
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