AWS
Arkfeld Wealth Strategies’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 | $677K | Buy |
7,214
+895
| +14% | +$84K | 0.27% | 48 |
|
|
2025
Q1 | $568K | Buy |
6,319
+1,456
| +30% | +$131K | 0.25% | 54 |
|
|
2024
Q4 | $429K | Buy |
4,863
+21
| +0.4% | +$1.85K | 0.2% | 58 |
|
|
2024
Q3 | $441K | Buy |
4,842
+20
| +0.4% | +$1.82K | 0.21% | 57 |
|
|
2024
Q2 | $406K | Buy |
4,822
+16
| +0.3% | +$1.35K | 0.21% | 63 |
|
|
2024
Q1 | $392K | Buy |
4,806
+559
| +13% | +$45.6K | 0.21% | 63 |
|
|
2023
Q4 | $333K | Buy |
4,247
+21
| +0.5% | +$1.65K | 0.22% | 58 |
|
|
2023
Q3 | $309K | Buy |
4,226
+646
| +18% | +$47.2K | 0.22% | 60 |
|
|
2023
Q2 | $266K | Buy |
3,580
+12
| +0.3% | +$891 | 0.19% | 64 |
|
|
2023
Q1 | $263K | Buy |
3,568
+314
| +10% | +$23.1K | 0.19% | 60 |
|
|
2022
Q4 | $238K | Buy |
+3,254
| New | +$238K | 0.16% | 66 |
|
|
2022
Q3 | – | Sell |
-2,821
| Closed | -$202K | – | 71 |
|
|
2022
Q2 | $202K | Buy |
2,821
+10
| +0.4% | +$716 | 0.13% | 66 |
|
|
2022
Q1 | $219K | Buy |
2,811
+9
| +0.3% | +$701 | 0.14% | 70 |
|
|
2021
Q4 | $218K | Buy |
2,802
+9
| +0.3% | +$700 | 0.13% | 72 |
|
|
2021
Q3 | $208K | Buy |
2,793
+10
| +0.4% | +$745 | 0.13% | 76 |
|
|
2021
Q2 | $209K | Buy |
+2,783
| New | +$209K | 0.13% | 75 |
|