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Sagespring Wealth Partners’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Sagespring Wealth Partners’s Portfolio SMMV Stock Details SMMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.62M Sell
86,111
-6,680
-7% -$281K 0.08% 129
2025
Q1 		$3.85M Sell
92,791
-14,767
-14% -$612K 0.1% 109
2024
Q4 		$4.46M Buy
+107,558
New +$4.46M 0.12% 86