Cypress Wealth Services’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 | $1.52M | Sell |
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2025
Q2 | $1.52M | Sell |
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|
2025
Q1 | $1.56M | Sell |
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|
2024
Q4 | $1.63M | Sell |
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|
2024
Q3 | $1.71M | Sell |
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|
2024
Q2 | $1.94M | Sell |
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|
2024
Q1 | $2.24M | Sell |
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|
2023
Q4 | $3.77M | Sell |
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|
2023
Q3 | $5.33M | Sell |
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|
2023
Q2 | $5.85M | Buy |
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|
2023
Q1 | $5.01M | Buy |
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|
2022
Q4 | $4.07M | Buy |
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|
2022
Q3 | $3.43M | Buy |
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|
2022
Q2 | $2.62M | Buy |
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|
2022
Q1 | $2.84M | Buy |
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|
2021
Q4 | $2.87M | Buy |
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|
2021
Q3 | $2.21M | Sell |
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|
2021
Q2 | $3.5M | Sell |
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|
2021
Q1 | $4.55M | Sell |
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|
2020
Q4 | $5.23M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $4.43M | Sell |
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|
2020
Q1 | $4.58M | Buy |
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|
2019
Q4 | $5.11M | Buy |
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|
2019
Q3 | $4.37M | Buy |
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|
2019
Q2 | $2.3M | Buy |
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|
2019
Q1 | $1.35M | Buy |
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|
2018
Q4 | $518K | Buy |
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|
2018
Q3 | $559K | Sell |
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|
2018
Q2 | $523K | Buy |
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