IWN
Independent Wealth Network’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $224K | Sell |
1,892
-78
| -4% | -$9.25K | 0.08% | 234 |
|
|
2025
Q1 | $229K | Buy |
1,970
+2
| +0.1% | +$233 | 0.09% | 212 |
|
|
2024
Q4 | $215K | Sell |
1,968
-76
| -4% | -$8.3K | 0.09% | 215 |
|
|
2024
Q3 | $234K | Sell |
2,044
-20
| -1% | -$2.29K | 0.1% | 195 |
|
|
2024
Q2 | $216K | Sell |
2,064
-54
| -3% | -$5.65K | 0.1% | 196 |
|
|
2024
Q1 | $223K | Sell |
2,118
-207
| -9% | -$21.8K | 0.1% | 192 |
|
|
2023
Q4 | $233K | Sell |
2,325
-29
| -1% | -$2.91K | 0.12% | 179 |
|
|
2023
Q3 | $225K | Sell |
2,354
-52
| -2% | -$4.96K | 0.14% | 172 |
|
|
2023
Q2 | $236K | Buy |
2,406
+4
| +0.2% | +$392 | 0.14% | 171 |
|
|
2023
Q1 | $232K | Buy |
2,402
+25
| +1% | +$2.42K | 0.15% | 160 |
|
|
2022
Q4 | $226K | Sell |
2,377
-107
| -4% | -$10.2K | 0.15% | 159 |
|
|
2022
Q3 | $220K | Buy |
2,484
+60
| +2% | +$5.31K | 0.17% | 150 |
|
|
2022
Q2 | $229K | Buy |
+2,424
| New | +$229K | 0.16% | 155 |
|