IA
Inspire 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 | $416K | Buy |
4,431
+290
| +7% | +$27.2K | 0.04% | 321 |
|
2025
Q1 | $388K | Buy |
4,141
+291
| +8% | +$27.3K | 0.04% | 305 |
|
2024
Q4 | $342K | Sell |
3,850
-25
| -0.6% | -$2.22K | 0.04% | 286 |
|
2024
Q3 | $354K | Sell |
3,875
-40,293
| -91% | -$3.68M | 0.04% | 279 |
|
2024
Q2 | $3.71M | Sell |
44,168
-9,537
| -18% | -$801K | 0.49% | 17 |
|
2024
Q1 | $4.49M | Buy |
53,705
+50,458
| +1,554% | +$4.22M | 0.62% | 18 |
|
2023
Q4 | $253K | Buy |
+3,247
| New | +$253K | 0.04% | 256 |
|
2021
Q1 | – | Sell |
-194
| Closed | -$13K | – | 684 |
|
2020
Q4 | $13K | Buy |
+194
| New | +$13K | ﹤0.01% | 486 |
|