Osaic Holdings’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 | $551K | Sell |
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|
2025
Q1 | $559K | Buy |
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|
2024
Q4 | $397K | Sell |
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|
2024
Q3 | $428K | Buy |
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|
2024
Q2 | $303K | Sell |
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|
2024
Q1 | $405K | Sell |
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|
2023
Q4 | $394K | Sell |
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|
2023
Q3 | $747K | Sell |
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|
2023
Q2 | $958K | Sell |
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|
2023
Q1 | $2.52M | Sell |
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|
2022
Q4 | $4.34M | Buy |
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|
2022
Q3 | $3.6M | Buy |
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|
2022
Q2 | $2.37M | Buy |
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|
2022
Q1 | $2.69M | Sell |
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|
2021
Q4 | $3.26M | Sell |
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|
2021
Q3 | $3.59M | Sell |
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|
2021
Q2 | $3.72M | Sell |
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|
2021
Q1 | $4.09M | Sell |
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|
2020
Q4 | $5.39M | Sell |
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|
2020
Q3 | $9.92M | Sell |
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|
2020
Q2 | $12.6M | Buy |
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|
2020
Q1 | $10.9M | Buy |
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