HAS
HBW Advisory Services’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 | $234K | Buy |
2,498
+23
| +0.9% | +$2.16K | 0.03% | 361 |
|
2025
Q1 | $232K | Buy |
2,475
+5
| +0.2% | +$468 | 0.03% | 339 |
|
2024
Q4 | $219K | Sell |
2,470
-1
| -0% | -$89 | 0.02% | 347 |
|
2024
Q3 | $226K | Buy |
2,471
+11
| +0.4% | +$1K | 0.03% | 330 |
|
2024
Q2 | $207K | Sell |
2,460
-313
| -11% | -$26.3K | 0.03% | 320 |
|
2024
Q1 | $216K | Hold |
2,773
| – | – | 0.04% | 279 |
|
2023
Q4 | $216K | Buy |
2,773
+7
| +0.3% | +$545 | 0.04% | 279 |
|
2023
Q3 | $200K | Buy |
+2,766
| New | +$200K | 0.04% | 271 |
|
2021
Q1 | – | Sell |
-3,497
| Closed | -$237K | – | 267 |
|
2020
Q4 | $237K | Sell |
3,497
-156
| -4% | -$10.6K | 0.07% | 192 |
|
2020
Q3 | $233K | Buy |
+3,653
| New | +$233K | 0.1% | 167 |
|