Bouchey Financial Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $672K | Hold |
|
|||||
|
2025
Q1 | $670K | Hold |
|
|||||
|
2024
Q4 | $635K | Hold |
|
|||||
|
2024
Q3 | $654K | Hold |
|
|||||
|
2024
Q2 | $600K | Hold |
|
|||||
|
2024
Q1 | $598K | Hold |
|
|||||
|
2023
Q4 | $558K | Hold |
|
|||||
|
2023
Q3 | $518K | Sell |
|
|||||
|
2023
Q2 | $644K | Sell |
|
|||||
|
2023
Q1 | $825K | Hold |
|
|||||
|
2022
Q4 | $818K | Hold |
|
|||||
|
2022
Q3 | $750K | Hold |
|
|||||
|
2022
Q2 | $796K | Hold |
|
|||||
|
2022
Q1 | $880K | Sell |
|
|||||
|
2021
Q4 | $949K | Sell |
|
|||||
|
2021
Q3 | $984K | Sell |
|
|||||
|
2021
Q2 | $1.22M | Sell |
|
|||||
|
2021
Q1 | $36.5M | Buy |
|
|||||
|
2020
Q4 | $35.5M | Buy |
|
|||||
|
2020
Q3 | $32.3M | Buy |
|
|||||
|
2020
Q2 | $29.7M | Buy |
|
|||||
|
2020
Q1 | $25.1M | Buy |
|
|||||
|
2019
Q4 | $13.1M | Buy |
|