IWA
Intercontinental Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $663K | Hold |
8,920
| – | – | 0.16% | 149 |
|
|
2023
Q1 | $649K | Hold |
8,920
| – | – | 0.17% | 144 |
|
|
2022
Q4 | $643K | Hold |
8,920
| – | – | 0.19% | 123 |
|
|
2022
Q3 | $590K | Hold |
8,920
| – | – | 0.19% | 125 |
|
|
2022
Q2 | $626K | Buy |
8,920
+12
| +0.1% | +$842 | 0.17% | 127 |
|
|
2022
Q1 | $691K | Hold |
8,908
| – | – | 0.16% | 133 |
|
|
2021
Q4 | $721K | Hold |
8,908
| – | – | 0.15% | 133 |
|
|
2021
Q3 | $655K | Hold |
8,908
| – | – | 0.15% | 135 |
|
|
2021
Q2 | $656K | Sell |
8,908
-13
| -0.1% | -$957 | 0.13% | 135 |
|
|
2021
Q1 | $617K | Hold |
8,921
| – | – | 0.13% | 133 |
|
|
2020
Q4 | $606K | Hold |
8,921
| – | – | 0.15% | 119 |
|
|
2020
Q3 | $569K | Buy |
8,921
+13
| +0.1% | +$829 | 0.17% | 104 |
|
|
2020
Q2 | $540K | Hold |
8,908
| – | – | 0.18% | 98 |
|
|
2020
Q1 | $481K | Hold |
8,908
| – | – | 0.25% | 89 |
|
|
2019
Q4 | $610K | Hold |
8,908
| – | – | 0.51% | 38 |
|
|
2019
Q3 | $571K | Hold |
8,908
| – | – | 0.35% | 53 |
|
|
2019
Q2 | $550K | Hold |
8,908
| – | – | 0.28% | 51 |
|
|
2019
Q1 | $524K | Hold |
8,908
| – | – | 0.26% | 56 |
|
|
2018
Q4 | $467K | Hold |
8,908
| – | – | 0.26% | 56 |
|
|
2018
Q3 | $508K | Buy |
+8,908
| New | +$508K | 0.25% | 61 |
|