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Wetzel Investment Advisors’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Wetzel Investment Advisors’s Portfolio SMMV Stock Details SMMV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-4,054
Closed -$152K – 760
2024
Q2 		$152K Buy
4,054
+215
+6% +$8.05K 0.09% 139
2024
Q1 		$136K Sell
3,839
-179
-4% -$6.35K 0.08% 149
2023
Q4 		$143K Buy
+4,018
New +$143K 0.09% 142