Merit Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
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|
2022
Q1 | $215K | Sell |
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|
2021
Q4 | $250K | Sell |
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|
2021
Q3 | $338K | Buy |
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|
2021
Q2 | $328K | Sell |
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|
2021
Q1 | $570K | Sell |
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|
2020
Q4 | $570K | Sell |
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|
2020
Q3 | $758K | Buy |
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|
2020
Q2 | $624K | Sell |
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|
2020
Q1 | $74.9M | Buy |
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|
2019
Q4 | $96.7M | Buy |
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|
2019
Q3 | $87.4M | Buy |
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