SMA
Sage Mountain Advisors’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39M | Hold |
33,080
| – | – | 0.09% | 107 |
|
|
2025
Q1 | $1.37M | Hold |
33,080
| – | – | 0.1% | 91 |
|
|
2024
Q4 | $1.37M | Hold |
33,080
| – | – | 0.1% | 89 |
|
|
2024
Q3 | $1.35M | Hold |
33,080
| – | – | 0.12% | 90 |
|
|
2024
Q2 | $1.23M | Hold |
33,080
| – | – | 0.11% | 84 |
|
|
2024
Q1 | $1.24M | Hold |
33,080
| – | – | 0.13% | 80 |
|
|
2023
Q4 | $1.18M | Buy |
+33,080
| New | +$1.18M | 0.14% | 73 |
|
|
2022
Q1 | – | Sell |
-33,080
| Closed | -$1.29M | – | 694 |
|
|
2021
Q4 | $1.29M | Buy |
+33,080
| New | +$1.29M | 0.16% | 103 |
|