BWIA
Bryant Woods Investment Advisors’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 | $788K | Sell |
8,392
-52
| -0.6% | -$4.88K | 0.34% | 29 |
|
|
2025
Q1 | $791K | Sell |
8,444
-218
| -3% | -$20.4K | 0.38% | 28 |
|
|
2024
Q4 | $769K | Sell |
8,662
-136
| -2% | -$12.1K | 0.37% | 26 |
|
|
2024
Q3 | $803K | Sell |
8,798
-3,715
| -30% | -$339K | 0.41% | 24 |
|
|
2024
Q2 | $906K | Buy |
12,513
+3,682
| +42% | +$267K | 0.66% | 18 |
|
|
2024
Q1 | $738K | Sell |
8,831
-2,615
| -23% | -$219K | 0.44% | 24 |
|
|
2023
Q4 | $893K | Sell |
11,446
-1,067
| -9% | -$83.3K | 0.57% | 18 |
|
|
2023
Q3 | $906K | Sell |
12,513
-5,860
| -32% | -$424K | 0.66% | 18 |
|
|
2023
Q2 | $1.37M | Sell |
18,373
-501
| -3% | -$37.2K | 0.97% | 15 |
|
|
2023
Q1 | $1.37M | Sell |
18,874
-5,399
| -22% | -$393K | 1.06% | 12 |
|
|
2022
Q4 | $1.75M | Sell |
24,273
-95
| -0.4% | -$6.85K | 1.49% | 12 |
|
|
2022
Q3 | $1.61M | Sell |
24,368
-1,569
| -6% | -$104K | 1.52% | 12 |
|
|
2022
Q2 | $1.82M | Sell |
25,937
-3,194
| -11% | -$224K | 1.72% | 13 |
|
|
2022
Q1 | $2.26M | Sell |
29,131
-12,475
| -30% | -$968K | 1.82% | 13 |
|
|
2021
Q4 | $3.37M | Buy |
+41,606
| New | +$3.37M | 2.63% | 11 |
|