LPL Financial’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 | $6.88M | Buy |
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|
2025
Q1 | $5.81M | Sell |
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|
2024
Q4 | $5.97M | Sell |
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|
2024
Q3 | $6.17M | Sell |
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|
2024
Q2 | $5.73M | Sell |
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|
2024
Q1 | $6.44M | Sell |
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|
2023
Q4 | $7.39M | Buy |
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|
2023
Q3 | $6.34M | Sell |
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|
2023
Q2 | $8.46M | Sell |
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|
2023
Q1 | $9.31M | Sell |
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|
2022
Q4 | $9.86M | Sell |
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|
2022
Q3 | $9.98M | Buy |
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|
2022
Q2 | $10.3M | Sell |
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|
2022
Q1 | $11.8M | Sell |
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|
2021
Q4 | $12.6M | Sell |
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|
2021
Q3 | $13.3M | Sell |
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|
2021
Q2 | $13.7M | Sell |
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|
2021
Q1 | $14.9M | Buy |
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|
2020
Q4 | $12.8M | Sell |
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|
2020
Q3 | $11.4M | Sell |
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|
2020
Q2 | $14M | Buy |
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|
2020
Q1 | $10.9M | Buy |
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|
2019
Q4 | $13.4M | Buy |
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|
2019
Q3 | $11.3M | Buy |
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|
2019
Q2 | $9.46M | Buy |
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|
2019
Q1 | $7.38M | Buy |
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|
2018
Q4 | $4.48M | Buy |
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|
2018
Q3 | $1.94M | Buy |
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|
2018
Q2 | $1.46M | Buy |
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|
2018
Q1 | $1.33M | Buy |
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|
2017
Q4 | $1.19M | Buy |
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|
2017
Q3 | $830K | Buy |
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|
2017
Q2 | $736K | Buy |
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|
2017
Q1 | $615K | Sell |
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|
2016
Q4 | $1.46M | Buy |
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|
2016
Q3 | $937K | Buy |
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