Cornell Pochily Investment Advisors’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
Q3 | $612K | Sell |
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|
2025
Q2 | $666K | Sell |
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|
2025
Q1 | $671K | Sell |
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|
2024
Q4 | $655K | Buy |
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|
2024
Q3 | $652K | Sell |
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|
2024
Q2 | $603K | Sell |
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|
2024
Q1 | $611K | Sell |
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|
2023
Q4 | $851K | Buy |
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|
2023
Q3 | $783K | Hold |
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|
2023
Q2 | $804K | Sell |
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|
2023
Q1 | $820K | Buy |
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|
2022
Q4 | $812K | Buy |
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|
2022
Q3 | $734K | Buy |
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|
2022
Q2 | $735K | Buy |
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|
2022
Q1 | $487K | Sell |
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|
2021
Q4 | $519K | Buy |
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|
2021
Q3 | $457K | Buy |
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|
2021
Q2 | $444K | Sell |
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|
2021
Q1 | $420K | Sell |
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|
2020
Q4 | $422K | Sell |
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|
2020
Q3 | $405K | Buy |
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|
2020
Q2 | $372K | Buy |
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|
2020
Q1 | $305K | Sell |
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|
2019
Q4 | $381K | Buy |
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|
2019
Q3 | $334K | Sell |
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|
2019
Q2 | $382 | Buy |
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|
2019
Q1 | $259K | Sell |
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|
2018
Q4 | $255K | Buy |
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|
2018
Q3 | $216K | Buy |
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|
2018
Q2 | $201K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $254K | Buy |
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