Wade Financial Advisory’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
Q1 | $2.79M | Sell |
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|
2024
Q4 | $2.87M | Sell |
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|
2024
Q3 | $2.94M | Buy |
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|
2024
Q2 | $2.61M | Sell |
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|
2024
Q1 | $2.85M | Sell |
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|
2023
Q4 | $4.58M | Sell |
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|
2023
Q3 | $4.81M | Sell |
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|
2023
Q2 | $5.05M | Buy |
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|
2023
Q1 | $5.04M | Buy |
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|
2022
Q4 | $4.69M | Sell |
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|
2022
Q3 | $4.66M | Buy |
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|
2022
Q2 | $4.36M | Buy |
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|
2022
Q1 | $4.43M | Buy |
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|
2021
Q4 | $3.84M | Sell |
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|
2021
Q3 | $3.82M | Sell |
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|
2021
Q2 | $4.38M | Buy |
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|
2021
Q1 | $4.14M | Sell |
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|
2020
Q4 | $3.82M | Buy |
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|
2020
Q3 | $2.84M | Buy |
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|
2020
Q2 | $2.62M | Buy |
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|
2020
Q1 | $1.94M | Sell |
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|
2019
Q4 | $3.12M | Buy |
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