OneDigital Investment Advisors’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 | $228K | Buy |
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2025
Q1 | $225K | Buy |
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|
2024
Q4 | $225K | Buy |
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|
2024
Q3 | $221K | Buy |
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|
2024
Q2 | $202K | Buy |
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|
2024
Q1 | $202K | Sell |
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|
2023
Q4 | $218K | Sell |
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|
2023
Q3 | $363K | Sell |
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|
2023
Q2 | $377K | Sell |
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|
2023
Q1 | $388K | Buy |
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|
2022
Q4 | $387K | Sell |
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|
2022
Q3 | $358K | Buy |
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|
2022
Q2 | $381K | Buy |
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|
2022
Q1 | $415K | Sell |
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|
2021
Q4 | $447K | Buy |
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|
2021
Q3 | $319K | Buy |
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