Independent Wealth Network’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $302K | Sell |
3,213
-39
| -1% | -$3.66K | 0.11% | 193 |
|
|
2025
Q1 | $305K | Buy |
3,252
+161
| +5% | +$15.1K | 0.12% | 181 |
|
|
2024
Q4 | $274K | Buy |
3,091
+208
| +7% | +$18.5K | 0.11% | 182 |
|
|
2024
Q3 | $263K | Sell |
2,883
-37
| -1% | -$3.38K | 0.12% | 180 |
|
|
2024
Q2 | $245K | Buy |
2,920
+28
| +1% | +$2.35K | 0.11% | 184 |
|
|
2024
Q1 | $242K | Sell |
2,892
-1,374
| -32% | -$115K | 0.11% | 186 |
|
|
2023
Q4 | $333K | Sell |
4,266
-814
| -16% | -$63.5K | 0.18% | 137 |
|
|
2023
Q3 | $368K | Buy |
5,080
+245
| +5% | +$17.7K | 0.23% | 115 |
|
|
2023
Q2 | $359K | Buy |
4,835
+318
| +7% | +$23.6K | 0.22% | 122 |
|
|
2023
Q1 | $329K | Buy |
4,517
+208
| +5% | +$15.1K | 0.21% | 119 |
|
|
2022
Q4 | $311K | Sell |
4,309
-846
| -16% | -$61K | 0.21% | 123 |
|
|
2022
Q3 | $341K | Buy |
5,155
+1,576
| +44% | +$104K | 0.27% | 103 |
|
|
2022
Q2 | $251K | Buy |
+3,579
| New | +$251K | 0.18% | 141 |
|