Anchor Investment Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $186K | Hold |
1,983
| – | – | 0.02% | 383 |
|
|
2025
Q1 | $186K | Hold |
1,983
| – | – | 0.02% | 370 |
|
|
2024
Q4 | $176K | Hold |
1,983
| – | – | 0.02% | 385 |
|
|
2024
Q3 | $181K | Buy |
1,983
+112
| +6% | +$10.2K | 0.02% | 380 |
|
|
2024
Q2 | $157K | Buy |
1,871
+4
| +0.2% | +$336 | 0.02% | 383 |
|
|
2024
Q1 | $156K | Hold |
1,867
| – | – | 0.02% | 395 |
|
|
2023
Q4 | $146K | Hold |
1,867
| – | – | 0.02% | 391 |
|
|
2023
Q3 | $135K | Hold |
1,867
| – | – | 0.02% | 395 |
|
|
2023
Q2 | $139K | Buy |
1,867
+5
| +0.3% | +$372 | 0.02% | 387 |
|
|
2023
Q1 | $135K | Sell |
1,862
-122
| -6% | -$8.87K | 0.02% | 397 |
|
|
2022
Q4 | $143K | Sell |
1,984
-32
| -2% | -$2.31K | 0.02% | 390 |
|
|
2022
Q3 | $133K | Hold |
2,016
| – | – | 0.02% | 393 |
|
|
2022
Q2 | $142K | Buy |
2,016
+134
| +7% | +$9.41K | 0.02% | 400 |
|
|
2022
Q1 | $146K | Hold |
1,882
| – | – | 0.02% | 420 |
|
|
2021
Q4 | $152K | Hold |
1,882
| – | – | 0.02% | 419 |
|
|
2021
Q3 | $138K | Hold |
1,882
| – | – | 0.02% | 409 |
|
|
2021
Q2 | $139K | Buy |
1,882
+4
| +0.2% | +$294 | 0.02% | 412 |
|
|
2021
Q1 | $130K | Sell |
1,878
-89
| -5% | -$6.16K | 0.02% | 403 |
|
|
2020
Q4 | $134K | Buy |
1,967
+89
| +5% | +$6.04K | 0.02% | 349 |
|
|
2020
Q3 | $120K | Buy |
1,878
+821
| +78% | +$52.3K | 0.02% | 340 |
|
|
2020
Q2 | $64.1K | Hold |
1,057
| – | – | 0.01% | 398 |
|
|
2020
Q1 | $57.1K | Hold |
1,057
| – | – | 0.01% | 397 |
|
|
2019
Q4 | $69.3K | Hold |
1,057
| – | – | 0.01% | 422 |
|
|
2019
Q3 | $67.8K | Hold |
1,057
| – | – | 0.02% | 417 |
|
|
2019
Q2 | $65.2K | Hold |
1,057
| – | – | 0.02% | 422 |
|
|
2019
Q1 | $62.2K | Hold |
1,057
| – | – | 0.02% | 416 |
|
|
2018
Q4 | $55.4K | Hold |
1,057
| – | – | 0.02% | 425 |
|
|
2018
Q3 | $60.3K | Hold |
1,057
| – | – | 0.01% | 454 |
|
|
2018
Q2 | $56.2K | Hold |
1,057
| – | – | 0.01% | 469 |
|
|
2018
Q1 | $54.9K | Hold |
1,057
| – | – | 0.01% | 464 |
|
|
2017
Q4 | $55.8K | Hold |
1,057
| – | – | 0.01% | 449 |
|
|
2017
Q3 | $53.2K | Buy |
1,057
+957
| +957% | +$48.2K | 0.02% | 439 |
|
|
2017
Q2 | $4.89K | Buy |
+100
| New | +$4.89K | ﹤0.01% | 631 |
|