ORG Partners’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-528
| Closed | -$21.9K | – | 1581 |
|
|
2024
Q4 | $21.9K | Buy |
528
+3
| +0.6% | +$124 | ﹤0.01% | 725 |
|
|
2024
Q3 | $21.4K | Hold |
525
| – | – | ﹤0.01% | 663 |
|
|
2024
Q2 | $19.5K | Buy |
+525
| New | +$19.5K | ﹤0.01% | 1077 |
|
|
2024
Q1 | – | Sell |
-823
| Closed | -$29.4K | – | 1021 |
|
|
2023
Q4 | $29.4K | Buy |
823
+336
| +69% | +$12K | ﹤0.01% | 620 |
|
|
2023
Q3 | $16.1K | Sell |
487
-1,931
| -80% | -$63.8K | ﹤0.01% | 736 |
|
|
2023
Q2 | $83.1K | Buy |
+2,418
| New | +$83.1K | 0.01% | 565 |
|