Stephens Consulting’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 | – | Sell |
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|
2025
Q2 | $883 | Sell |
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|
2025
Q1 | $91.3K | Sell |
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|
2024
Q4 | $96.8K | Buy |
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|
2024
Q3 | $95.1K | Buy |
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|
2024
Q2 | $86.9K | Buy |
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|
2024
Q1 | $87.2K | Buy |
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|
2023
Q4 | $83.1K | Buy |
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|
2023
Q3 | $76.8K | Sell |
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|
2023
Q2 | $85.1K | Buy |
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|
2023
Q1 | $86K | Sell |
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|
2022
Q4 | $93.8K | Buy |
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|
2022
Q3 | $86.4K | Buy |
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|
2022
Q2 | $92.2K | Buy |
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|
2022
Q1 | $9.71K | Buy |
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|
2021
Q4 | $6.94K | Buy |
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