Indiana Trust & Investment Management’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 | $16K | Hold |
170
| – | – | 0.01% | 364 |
|
|
2025
Q1 | $15.9K | Hold |
170
| – | – | 0.01% | 360 |
|
|
2024
Q4 | $15.1K | Sell |
170
-641
| -79% | -$56.9K | 0.01% | 365 |
|
|
2024
Q3 | $74.1K | Hold |
811
| – | – | 0.03% | 257 |
|
|
2024
Q2 | $68.1K | Hold |
811
| – | – | 0.03% | 255 |
|
|
2024
Q1 | $67.8K | Buy |
811
+641
| +377% | +$53.6K | 0.03% | 254 |
|
|
2023
Q4 | $13.3K | Hold |
170
| – | – | 0.01% | 339 |
|
|
2023
Q3 | $12.3K | Buy |
+170
| New | +$12.3K | 0.01% | 344 |
|