ARC
Advisor Resource Council’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 | $1.25M | Sell |
13,324
-5,664
| -30% | -$532K | 0.49% | 33 |
|
|
2025
Q1 | $1.66M | Sell |
18,988
-6,423
| -25% | -$562K | 0.13% | 173 |
|
|
2024
Q4 | $2.26M | Buy |
+25,411
| New | +$2.26M | 1.62% | 9 |
|
|
2024
Q3 | – | Sell |
-13,876
| Closed | -$1.02M | – | 252 |
|
|
2024
Q2 | $1.02M | Sell |
13,876
-96
| -0.7% | -$7.05K | 1.86% | 9 |
|
|
2024
Q1 | $1.16M | Buy |
13,972
+7,906
| +130% | +$655K | 0.49% | 40 |
|
|
2023
Q4 | $473K | Sell |
6,066
-9,020
| -60% | -$704K | 0.06% | 273 |
|
|
2023
Q3 | $1.09M | Sell |
15,086
-31
| -0.2% | -$2.24K | 0.56% | 28 |
|
|
2023
Q2 | $1.12M | Buy |
15,117
+1,767
| +13% | +$131K | 0.51% | 30 |
|
|
2023
Q1 | $971K | Sell |
13,350
-1,828
| -12% | -$133K | 0.24% | 108 |
|
|
2022
Q4 | $1.09M | Buy |
15,178
+13
| +0.1% | +$937 | 0.53% | 32 |
|
|
2022
Q3 | $1M | Sell |
15,165
-9,570
| -39% | -$632K | 0.68% | 35 |
|
|
2022
Q2 | $1.74M | Buy |
24,735
+8,695
| +54% | +$610K | 0.16% | 143 |
|
|
2022
Q1 | $1.24M | Sell |
16,040
-15,172
| -49% | -$1.18M | 0.37% | 80 |
|
|
2021
Q4 | $2.53M | Sell |
31,212
-5,575
| -15% | -$451K | 0.2% | 106 |
|
|
2021
Q3 | $2.7M | Buy |
36,787
+7,849
| +27% | +$576K | 0.82% | 29 |
|
|
2021
Q2 | $2.13M | Buy |
+28,938
| New | +$2.13M | 0.22% | 97 |
|