Provident 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
Q3 | $75.5K | Hold |
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|
2025
Q2 | $73.6K | Hold |
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2025
Q1 | $72.7K | Hold |
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|
2024
Q4 | $72.7K | Hold |
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|
2024
Q3 | $71.5K | Hold |
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|
2024
Q2 | $65.4K | Hold |
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|
2024
Q1 | $65.7K | Hold |
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|
2023
Q4 | $62.6K | Hold |
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|
2023
Q3 | $57.9K | Hold |
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|
2023
Q2 | $60.1K | Hold |
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|
2023
Q1 | $60.8K | Hold |
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|
2022
Q4 | $60.7K | Hold |
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|
2022
Q3 | $56K | Hold |
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|
2022
Q2 | $60K | Hold |
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|
2022
Q1 | $65K | Hold |
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|
2021
Q4 | $69K | Hold |
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|
2021
Q3 | $65K | Hold |
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|
2021
Q2 | $67K | Sell |
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|
2021
Q1 | $68K | Sell |
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|
2020
Q4 | $114K | Buy |
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|
2020
Q3 | $98K | Buy |
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|
2020
Q2 | $50K | Buy |
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