Western 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $77K | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $212K | Sell |
|
|||||
|
2022
Q4 | $252K | Sell |
|
|||||
|
2022
Q3 | $397K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $276K | Buy |
|
|||||
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $208K | Sell |
|
|||||
|
2020
Q1 | $202K | Sell |
|
|||||
|
2019
Q4 | $506K | Sell |
|
|||||
|
2019
Q3 | $500K | Buy |
|
|||||
|
2019
Q2 | $350K | Buy |
|
|||||
|
2019
Q1 | $306K | Buy |
|
|||||
|
2018
Q4 | $269K | Buy |
|