InterOcean Capital Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $9.93M | Buy |
118,834
+656
| +0.6% | +$54.8K | 0.24% | 82 |
|
|
2023
Q4 | $9.22M | Buy |
118,178
+11,672
| +11% | +$911K | 0.25% | 84 |
|
|
2023
Q3 | $7.71M | Buy |
106,506
+11,371
| +12% | +$823K | 0.24% | 81 |
|
|
2023
Q2 | $7.07M | Buy |
95,135
+92,284
| +3,237% | +$6.86M | 0.22% | 73 |
|
|
2023
Q1 | $207K | Hold |
2,851
| – | – | 0.01% | 383 |
|
|
2022
Q4 | $206K | Buy |
+2,851
| New | +$206K | 0.01% | 376 |
|