Archer Investment Corporation’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 | $285K | Sell |
3,039
-94
| -3% | -$8.82K | 0.07% | 216 |
|
|
2025
Q1 | $293K | Hold |
3,133
| – | – | 0.08% | 209 |
|
|
2024
Q4 | $278K | Buy |
3,133
+1
| +0% | +$89 | 0.07% | 202 |
|
|
2024
Q3 | $286K | Sell |
3,132
-137
| -4% | -$12.5K | 0.08% | 196 |
|
|
2024
Q2 | $274K | Sell |
3,269
-763
| -19% | -$64.1K | 0.08% | 196 |
|
|
2024
Q1 | $337K | Sell |
4,032
-379
| -9% | -$31.7K | 0.1% | 177 |
|
|
2023
Q4 | $344K | Sell |
4,411
-51
| -1% | -$3.98K | 0.11% | 173 |
|
|
2023
Q3 | $323K | Buy |
4,462
+146
| +3% | +$10.6K | 0.11% | 167 |
|
|
2023
Q2 | $321K | Buy |
4,316
+194
| +5% | +$14.4K | 0.11% | 168 |
|
|
2023
Q1 | $300K | Buy |
4,122
+70
| +2% | +$5.09K | 0.11% | 180 |
|
|
2022
Q4 | $292K | Hold |
4,052
| – | – | 0.11% | 183 |
|
|
2022
Q3 | $268K | Sell |
4,052
-273
| -6% | -$18K | 0.11% | 180 |
|
|
2022
Q2 | $304K | Hold |
4,325
| – | – | 0.12% | 176 |
|
|
2022
Q1 | $337K | Buy |
4,325
+237
| +6% | +$18.5K | 0.12% | 171 |
|
|
2021
Q4 | $331K | Sell |
4,088
-195
| -5% | -$15.8K | 0.11% | 177 |
|
|
2021
Q3 | $315K | Sell |
4,283
-111
| -3% | -$8.16K | 0.12% | 181 |
|
|
2021
Q2 | $323K | Sell |
4,394
-69
| -2% | -$5.08K | 0.13% | 167 |
|
|
2021
Q1 | $309K | Hold |
4,463
| – | – | 0.13% | 165 |
|
|
2020
Q4 | $303K | Hold |
4,463
| – | – | 0.14% | 157 |
|
|
2020
Q3 | $284K | Sell |
4,463
-24
| -0.5% | -$1.53K | 0.15% | 142 |
|
|
2020
Q2 | $272K | Hold |
4,487
| – | – | 0.15% | 136 |
|
|
2020
Q1 | $242K | Sell |
4,487
-943
| -17% | -$50.9K | 0.16% | 140 |
|
|
2019
Q4 | $356K | Buy |
5,430
+355
| +7% | +$23.3K | 0.19% | 133 |
|
|
2019
Q3 | $326K | Buy |
5,075
+24
| +0.5% | +$1.54K | 0.2% | 131 |
|
|
2019
Q2 | $312K | Sell |
5,051
-143
| -3% | -$8.83K | 0.2% | 133 |
|
|
2019
Q1 | $305K | Sell |
5,194
-143
| -3% | -$8.4K | 0.21% | 132 |
|
|
2018
Q4 | $280K | Buy |
+5,337
| New | +$280K | 0.25% | 116 |
|