GWP
Gateway Wealth Partners’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 | $4.78M | Buy |
50,930
+1,961
| +4% | +$184K | 0.91% | 30 |
|
|
2025
Q1 | $4.59M | Sell |
48,969
-118
| -0.2% | -$11.1K | 1.03% | 24 |
|
|
2024
Q4 | $4.36M | Buy |
49,087
+275
| +0.6% | +$24.4K | 1.13% | 19 |
|
|
2024
Q3 | $4.46M | Sell |
48,812
-1,221
| -2% | -$111K | 1.23% | 17 |
|
|
2024
Q2 | $4.2M | Buy |
50,033
+2,304
| +5% | +$193K | 1.27% | 18 |
|
|
2024
Q1 | $3.99M | Sell |
47,729
-1,872
| -4% | -$156K | 1.43% | 16 |
|
|
2023
Q4 | $3.87M | Sell |
49,601
-6,495
| -12% | -$507K | 1.56% | 14 |
|
|
2023
Q3 | $4.06M | Sell |
56,096
-232
| -0.4% | -$16.8K | 0.73% | 30 |
|
|
2023
Q2 | $4.19M | Sell |
56,328
-258,184
| -82% | -$19.2M | 0.75% | 27 |
|
|
2023
Q1 | $22.9M | Sell |
314,512
-1,779
| -0.6% | -$129K | 3.52% | 7 |
|
|
2022
Q4 | $22.8M | Buy |
+316,291
| New | +$22.8M | 3.92% | 7 |
|