Integrated Advisors 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 | $1.72M | Buy |
18,353
+1,579
| +9% | +$148K | 0.08% | 258 |
|
|
2025
Q1 | $1.57M | Buy |
16,774
+208
| +1% | +$19.5K | 0.08% | 242 |
|
|
2024
Q4 | $1.47M | Buy |
16,566
+1,547
| +10% | +$137K | 0.07% | 245 |
|
|
2024
Q3 | $1.37M | Buy |
15,019
+17
| +0.1% | +$1.55K | 0.06% | 268 |
|
|
2024
Q2 | $1.26M | Sell |
15,002
-703
| -4% | -$59K | 0.06% | 266 |
|
|
2024
Q1 | $1.31M | Sell |
15,705
-661
| -4% | -$55.2K | 0.07% | 259 |
|
|
2023
Q4 | $1.28M | Sell |
16,366
-294
| -2% | -$22.9K | 0.07% | 251 |
|
|
2023
Q3 | $1.21M | Sell |
16,660
-124
| -0.7% | -$8.98K | 0.07% | 243 |
|
|
2023
Q2 | $1.25M | Sell |
16,784
-465
| -3% | -$34.6K | 0.07% | 250 |
|
|
2023
Q1 | $1.25M | Buy |
17,249
+232
| +1% | +$16.9K | 0.08% | 248 |
|
|
2022
Q4 | $1.23M | Sell |
17,017
-616
| -3% | -$44.4K | 0.08% | 251 |
|
|
2022
Q3 | $1.17M | Sell |
17,633
-434
| -2% | -$28.7K | 0.08% | 249 |
|
|
2022
Q2 | $1.27M | Sell |
18,067
-3,381
| -16% | -$237K | 0.08% | 244 |
|
|
2022
Q1 | $1.66M | Sell |
21,448
-22,793
| -52% | -$1.77M | 0.1% | 226 |
|
|
2021
Q4 | $3.58M | Sell |
44,241
-577
| -1% | -$46.7K | 0.21% | 123 |
|
|
2021
Q3 | $3.29M | Sell |
44,818
-30,207
| -40% | -$2.22M | 0.22% | 124 |
|
|
2021
Q2 | $5.52M | Sell |
75,025
-9,847
| -12% | -$725K | 0.41% | 49 |
|
|
2021
Q1 | $5.87M | Buy |
84,872
+33,368
| +65% | +$2.31M | 0.54% | 42 |
|
|
2020
Q4 | $3.5M | Buy |
51,504
+31,278
| +155% | +$2.12M | 0.38% | 67 |
|
|
2020
Q3 | $1.29M | Sell |
20,226
-257,270
| -93% | -$16.4M | 0.16% | 147 |
|
|
2020
Q2 | $16.8M | Buy |
+277,496
| New | +$16.8M | 1.97% | 5 |
|