Wealth Management Resources’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 | $12.6M | Buy |
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|
2025
Q2 | $12.2M | Buy |
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2025
Q1 | $11.8M | Buy |
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|
2024
Q4 | $11.7M | Sell |
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|
2024
Q3 | $13.7M | Buy |
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|
2024
Q2 | $12.3M | Buy |
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|
2024
Q1 | $12.3M | Buy |
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|
2023
Q4 | $11.3M | Buy |
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|
2023
Q3 | $10.3M | Buy |
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|
2023
Q2 | $10.2M | Buy |
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|
2023
Q1 | $9.23M | Buy |
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|
2022
Q4 | $9.02M | Sell |
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|
2022
Q3 | $8.35M | Buy |
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|
2022
Q2 | $8.77M | Buy |
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|
2022
Q1 | $7.75M | Buy |
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|
2021
Q4 | $7.95M | Buy |
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