WA
Waverly Advisors’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $226K | Sell |
5,383
-192
| -3% | -$8.07K | ﹤0.01% | 1078 |
|
|
2025
Q1 | $231K | Sell |
5,575
-2,763
| -33% | -$115K | ﹤0.01% | 1010 |
|
|
2024
Q4 | $346K | Sell |
8,338
-71
| -0.8% | -$2.94K | 0.01% | 781 |
|
|
2024
Q3 | $343K | Sell |
8,409
-167
| -2% | -$6.81K | 0.01% | 655 |
|
|
2024
Q2 | $320K | Sell |
8,576
-3,053
| -26% | -$114K | 0.01% | 652 |
|
|
2024
Q1 | $435K | Buy |
+11,629
| New | +$435K | 0.01% | 506 |
|