Independence Bank of Kentucky’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 | $6.39M | Sell |
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|
2025
Q2 | $6.32M | Sell |
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|
2025
Q1 | $6.33M | Sell |
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|
2024
Q4 | $6.09M | Buy |
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|
2024
Q3 | $1.01M | Buy |
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|
2024
Q2 | $441K | Buy |
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|
2024
Q1 | $429K | Buy |
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|
2023
Q4 | $311K | Buy |
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|
2023
Q3 | $242K | Buy |
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|
2023
Q2 | $241K | Hold |
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|
2023
Q1 | $236K | Sell |
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|
2022
Q4 | $238K | Buy |
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|
2022
Q3 | $77K | Hold |
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|
2022
Q2 | $82K | Hold |
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|
2022
Q1 | $90K | Buy |
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|
2021
Q4 | $54K | Sell |
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|
2021
Q3 | $376K | Hold |
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|
2021
Q2 | $377K | Hold |
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|
2021
Q1 | $354K | Sell |
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|
2020
Q4 | $427K | Hold |
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|
2020
Q3 | $401K | Hold |
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|
2020
Q2 | $381K | Sell |
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|
2020
Q1 | $647K | Buy |
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|
2019
Q4 | $682K | Buy |
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