IA
Insight Advisors’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 | $256K | Sell |
2,731
-85
| -3% | -$7.98K | 0.04% | 234 |
|
|
2025
Q1 | $264K | Sell |
2,816
-16
| -0.6% | -$1.5K | 0.05% | 236 |
|
|
2024
Q4 | $251K | Sell |
2,832
-161
| -5% | -$14.3K | 0.04% | 248 |
|
|
2024
Q3 | $273K | Buy |
2,993
+101
| +3% | +$9.22K | 0.05% | 239 |
|
|
2024
Q2 | $243K | Sell |
2,892
-69
| -2% | -$5.8K | 0.04% | 252 |
|
|
2024
Q1 | $248K | Buy |
2,961
+8
| +0.3% | +$669 | 0.05% | 257 |
|
|
2023
Q4 | $230K | Sell |
2,953
-669
| -18% | -$52.2K | 0.05% | 251 |
|
|
2023
Q3 | $262K | Sell |
3,622
-15
| -0.4% | -$1.09K | 0.06% | 227 |
|
|
2023
Q2 | $270K | Buy |
3,637
+117
| +3% | +$8.7K | 0.06% | 231 |
|
|
2023
Q1 | $256K | Sell |
3,520
-132
| -4% | -$9.6K | 0.06% | 250 |
|
|
2022
Q4 | $264K | Sell |
3,652
-403
| -10% | -$29.1K | 0.09% | 264 |
|
|
2022
Q3 | $268K | Buy |
4,055
+6
| +0.1% | +$397 | 0.11% | 227 |
|
|
2022
Q2 | $299K | Sell |
4,049
-363
| -8% | -$26.8K | 0.1% | 229 |
|
|
2022
Q1 | $342K | Buy |
4,412
+170
| +4% | +$13.2K | 0.1% | 234 |
|
|
2021
Q4 | $343K | Buy |
4,242
+5
| +0.1% | +$404 | 0.1% | 232 |
|
|
2021
Q3 | $331K | Sell |
4,237
-764
| -15% | -$59.7K | 0.1% | 236 |
|
|
2021
Q2 | $380K | Sell |
5,001
-185
| -4% | -$14.1K | 0.12% | 210 |
|
|
2021
Q1 | $373K | Sell |
5,186
-266
| -5% | -$19.1K | 0.12% | 218 |
|
|
2020
Q4 | $370K | Buy |
+5,452
| New | +$370K | 0.14% | 179 |
|