Independent Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.43M | Buy |
|
|||||
|
2025
Q4 | $6.21M | Sell |
|
|||||
|
2025
Q3 | $6.28M | Sell |
|
|||||
|
2025
Q2 | $6.2M | Buy |
|
|||||
|
2025
Q1 | $5.97M | Buy |
|
|||||
|
2024
Q4 | $5.06M | Buy |
|
|||||
|
2024
Q3 | $4.95M | Sell |
|
|||||
|
2024
Q2 | $5.56M | Sell |
|
|||||
|
2024
Q1 | $5.54M | Buy |
|
|||||
|
2023
Q4 | $4.97M | Sell |
|
|||||
|
2023
Q3 | $4.83M | Buy |
|
|||||
|
2023
Q2 | $2.51M | Buy |
|
|||||
|
2023
Q1 | $2.15M | Buy |
|
|||||
|
2022
Q4 | $1.34M | Buy |
|
|||||
|
2022
Q3 | $1.09M | Buy |
|
|||||
|
2022
Q2 | $941K | Sell |
|
|||||
|
2022
Q1 | $1.14M | Sell |
|
|||||
|
2021
Q4 | $1.3M | Sell |
|
|||||
|
2021
Q3 | $1.26M | Sell |
|
|||||
|
2021
Q2 | $1.31M | Buy |
|
|||||
|
2021
Q1 | $1.22M | Buy |
|
|||||
|
2020
Q4 | $1.18M | Sell |
|
|||||
|
2020
Q3 | $1.64M | Sell |
|
|||||
|
2020
Q2 | $1.79M | Sell |
|
|||||
|
2020
Q1 | $1.92M | Buy |
|