1WA
180 Wealth Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.22M | Sell |
23,689
-1,976
| -8% | -$185K | 0.31% | 84 |
|
|
2025
Q1 | $2.4M | Sell |
25,665
-1,151
| -4% | -$108K | 0.38% | 69 |
|
|
2024
Q4 | $2.38M | Sell |
26,816
-1,385
| -5% | -$123K | 0.37% | 61 |
|
|
2024
Q3 | $2.58M | Sell |
28,201
-363
| -1% | -$33.1K | 0.41% | 68 |
|
|
2024
Q2 | $2.43M | Sell |
28,564
-708
| -2% | -$60.2K | 0.4% | 69 |
|
|
2024
Q1 | $2.45M | Sell |
29,272
-1,360
| -4% | -$114K | 0.44% | 63 |
|
|
2023
Q4 | $2.4M | Sell |
30,632
-1,755
| -5% | -$137K | 0.48% | 53 |
|
|
2023
Q3 | $2.34M | Sell |
32,387
-949
| -3% | -$68.7K | 0.53% | 47 |
|
|
2023
Q2 | $2.48M | Sell |
33,336
-892
| -3% | -$66.2K | 0.54% | 44 |
|
|
2023
Q1 | $2.49M | Sell |
34,228
-734
| -2% | -$53.4K | 0.58% | 43 |
|
|
2022
Q4 | $2.55M | Sell |
34,962
-622
| -2% | -$45.4K | 0.6% | 43 |
|
|
2022
Q3 | $2.35M | Sell |
35,584
-1,209
| -3% | -$79.9K | 0.65% | 40 |
|
|
2022
Q2 | $2.61M | Sell |
36,793
-817
| -2% | -$58K | 0.67% | 36 |
|
|
2022
Q1 | $2.94M | Sell |
37,610
-1,331
| -3% | -$104K | 0.64% | 38 |
|
|
2021
Q4 | $2.93M | Sell |
38,941
-385
| -1% | -$28.9K | 0.66% | 33 |
|
|
2021
Q3 | $2.98M | Sell |
39,326
-1,297
| -3% | -$98.2K | 0.66% | 32 |
|
|
2021
Q2 | $3.11M | Sell |
40,623
-891
| -2% | -$68.1K | 0.71% | 28 |
|
|
2021
Q1 | $3.01M | Sell |
41,514
-2,272
| -5% | -$165K | 0.75% | 28 |
|
|
2020
Q4 | $2.96M | Sell |
43,786
-1,713
| -4% | -$116K | 0.85% | 25 |
|
|
2020
Q3 | $2.94M | Sell |
45,499
-1,499
| -3% | -$96.7K | 1.1% | 15 |
|
|
2020
Q2 | $2.96M | Buy |
46,998
+4,262
| +10% | +$268K | 1.17% | 15 |
|
|
2020
Q1 | $2.27M | Buy |
42,736
+3,061
| +8% | +$163K | 1.18% | 15 |
|
|
2019
Q4 | $2.65M | Sell |
39,675
-180
| -0.5% | -$12K | 1.06% | 18 |
|
|
2019
Q3 | $2.54M | Buy |
39,855
+3,194
| +9% | +$204K | 1.12% | 17 |
|
|
2019
Q2 | $2.3M | Sell |
36,661
-836
| -2% | -$52.4K | 1.03% | 17 |
|
|
2019
Q1 | $2.21M | Buy |
37,497
+3,366
| +10% | +$199K | 1% | 19 |
|
|
2018
Q4 | $1.95M | Sell |
34,131
-704
| -2% | -$40.2K | 0.91% | 24 |
|
|
2018
Q3 | $1.99M | Buy |
34,835
+2,418
| +7% | +$138K | 0.92% | 24 |
|
|
2018
Q2 | $1.72M | Buy |
32,417
+13,727
| +73% | +$730K | 0.85% | 29 |
|
|
2018
Q1 | $972K | Buy |
18,690
+8,183
| +78% | +$426K | 0.5% | 58 |
|
|
2017
Q4 | $555K | Buy |
+10,507
| New | +$555K | 0.28% | 102 |
|