Spire 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 | $129K | Hold |
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|
2025
Q2 | $126K | Hold |
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|
2025
Q1 | $124K | Hold |
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|
2024
Q4 | $124K | Hold |
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|
2024
Q3 | $122K | Hold |
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|
2024
Q2 | $112K | Hold |
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|
2024
Q1 | $112K | Hold |
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|
2023
Q4 | $106K | Sell |
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|
2023
Q3 | $114K | Sell |
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|
2023
Q2 | $161K | Sell |
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|
2023
Q1 | $223K | Buy |
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|
2022
Q4 | $121K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $180K | Buy |
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|
2022
Q1 | $193K | Buy |
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|
2021
Q4 | $165K | Buy |
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|
2021
Q3 | $133K | Buy |
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|
2021
Q2 | $114K | Hold |
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|
2021
Q1 | $110K | Buy |
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