IAA
Independent Advisor Alliance’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 | $394K | Buy |
+4,198
| New | +$394K | 0.01% | 658 |
|
|
2025
Q1 | – | Sell |
-201,156
| Closed | -$17.9M | – | 1332 |
|
|
2024
Q4 | $17.9M | Buy |
+201,156
| New | +$17.9M | 0.24% | 90 |
|
|
2020
Q2 | – | Sell |
-22,020
| Closed | -$1.19M | – | 529 |
|
|
2020
Q1 | $1.19M | Sell |
22,020
-984,794
| -98% | -$53.2M | 0.17% | 104 |
|
|
2019
Q4 | $66M | Buy |
1,006,814
+970,976
| +2,709% | +$63.7M | 2.88% | 2 |
|
|
2019
Q3 | $2.28M | Buy |
+35,838
| New | +$2.28M | 0.28% | 84 |
|
|
2017
Q2 | – | Sell |
-16,302
| Closed | -$778K | – | 389 |
|
|
2017
Q1 | $778K | Buy |
+16,302
| New | +$778K | 0.12% | 189 |
|