PFG Private Wealth Management’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 | – | Sell |
|
|||||
|
2025
Q1 | $2.32K | Hold |
|
|||||
|
2024
Q4 | $2.32K | Sell |
|
|||||
|
2024
Q3 | $3.02K | Hold |
|
|||||
|
2024
Q2 | $2.76K | Hold |
|
|||||
|
2024
Q1 | $2.77K | Hold |
|
|||||
|
2023
Q4 | $2.64K | Hold |
|
|||||
|
2023
Q3 | $2.45K | Hold |
|
|||||
|
2023
Q2 | $2.54K | Hold |
|
|||||
|
2023
Q1 | $2.57K | Hold |
|
|||||
|
2022
Q4 | $3K | Hold |
|
|||||
|
2022
Q3 | $2K | Hold |
|
|||||
|
2022
Q2 | $3K | Sell |
|
|||||
|
2022
Q1 | $3K | Sell |
|
|||||
|
2021
Q4 | $4K | Sell |
|
|||||
|
2021
Q3 | $68K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $2.2M | Buy |
|
|||||
|
2020
Q3 | $1.71M | Buy |
|
|||||
|
2020
Q2 | $1.63M | Buy |
|