USAdvisors 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $215K | Sell |
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2023
Q1 | $248K | Sell |
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|
2022
Q4 | $257K | Sell |
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|
2022
Q3 | $436K | Sell |
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|
2022
Q2 | $468K | Sell |
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|
2022
Q1 | $545K | Sell |
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|
2021
Q4 | $735K | Sell |
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|
2021
Q3 | $797K | Buy |
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|
2021
Q2 | $386K | Sell |
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|
2021
Q1 | $723K | Sell |
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|
2020
Q4 | $8.78M | Buy |
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|
2020
Q3 | $7.07K | Buy |
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|
2020
Q2 | $6.92M | Buy |
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|
2020
Q1 | $5.71M | Buy |
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|
2019
Q4 | $5.41M | Buy |
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