Marcum Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $882K | Sell |
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|
2024
Q1 | $886K | Buy |
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|
2023
Q4 | $808K | Buy |
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|
2023
Q3 | $740K | Buy |
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|
2023
Q2 | $741K | Buy |
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|
2023
Q1 | $745K | Buy |
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|
2022
Q4 | $730K | Sell |
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|
2022
Q3 | $728K | Sell |
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|
2022
Q2 | $818K | Buy |
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|
2022
Q1 | $850K | Buy |
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|
2021
Q4 | $857K | Buy |
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|
2021
Q3 | $801K | Buy |
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|
2021
Q2 | $807K | Buy |
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|
2021
Q1 | $754K | Buy |
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