Horan Securities’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
Q2 | $685K | Buy |
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|
2025
Q1 | $575K | Buy |
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|
2024
Q4 | $265K | Sell |
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|
2024
Q3 | $300K | Sell |
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|
2024
Q2 | $278K | Buy |
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|
2024
Q1 | $276K | Buy |
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|
2023
Q4 | $225K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $129K | Buy |
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|
2023
Q1 | $126K | Sell |
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|
2022
Q4 | $137K | Sell |
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|
2022
Q3 | $186K | Buy |
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|
2022
Q2 | $197K | Buy |
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|
2022
Q1 | $180K | Buy |
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|
2021
Q4 | $167K | Buy |
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|
2021
Q2 | $152K | Buy |
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|
2021
Q1 | $142K | Sell |
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|
2020
Q4 | $382K | Buy |
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|
2020
Q3 | $207K | Buy |
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|
2020
Q2 | $7K | Hold |
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|
2020
Q1 | $6K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $8K | Hold |
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|
2019
Q2 | $7K | Hold |
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|
2019
Q1 | $7K | Hold |
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|
2018
Q4 | $6K | Hold |
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|
2018
Q3 | $7K | Hold |
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|
2018
Q2 | $6K | Hold |
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|
2018
Q1 | $6K | Hold |
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|
2017
Q4 | $6K | Hold |
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|
2017
Q3 | $6K | Hold |
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|
2017
Q2 | $6K | Hold |
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|
2017
Q1 | $6K | Buy |
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