Patriot Investment Management 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $964K | Hold |
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|
2025
Q2 | $941K | Hold |
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|
2025
Q1 | $928K | Sell |
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|
2024
Q4 | $963K | Buy |
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|
2024
Q3 | $847K | Hold |
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|
2024
Q2 | $775K | Hold |
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|
2024
Q1 | $778K | Buy |
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|
2023
Q4 | $696K | Hold |
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|
2023
Q3 | $644K | Buy |
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|
2023
Q2 | $622K | Buy |
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|
2023
Q1 | $626K | Sell |
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|
2022
Q4 | $660K | Hold |
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|
2022
Q3 | $590K | Buy |
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|
2022
Q2 | $606K | Buy |
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|
2022
Q1 | $608K | Buy |
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|
2021
Q4 | $584K | Buy |
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|
2021
Q3 | $532K | Buy |
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|
2021
Q2 | $510K | Buy |
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|
2021
Q1 | $449K | Hold |
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|
2020
Q4 | $413K | Hold |
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|
2020
Q3 | $356K | Buy |
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|
2020
Q2 | $306K | Buy |
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|
2020
Q1 | $250K | Buy |
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|
2019
Q4 | $229K | Buy |
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