Raymond James Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $402K | Sell |
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|
2024
Q2 | $5.65M | Buy |
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|
2024
Q1 | $5.23M | Buy |
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|
2023
Q4 | $4.52M | Buy |
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|
2023
Q3 | $4.05M | Buy |
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|
2023
Q2 | $4.05M | Buy |
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|
2023
Q1 | $3.99M | Buy |
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|
2022
Q4 | $3.8M | Sell |
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|
2022
Q3 | $3.51M | Buy |
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|
2022
Q2 | $3.62M | Buy |
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|
2022
Q1 | $3.89M | Sell |
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|
2021
Q4 | $4.33M | Buy |
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|
2021
Q3 | $3.88M | Buy |
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|
2021
Q2 | $3.95M | Buy |
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|
2021
Q1 | $3.61M | Buy |
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|
2020
Q4 | $3.1M | Buy |
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|
2020
Q3 | $2.65M | Buy |
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|
2020
Q2 | $2.57M | Buy |
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