Investment Partners Asset Management’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 | $913K | Buy |
9,730
+605
| +7% | +$56.8K | 0.64% | 47 |
|
|
2025
Q1 | $855K | Sell |
9,125
-184
| -2% | -$17.2K | 0.67% | 42 |
|
|
2024
Q4 | $827K | Buy |
9,309
+137
| +1% | +$12.2K | 0.65% | 44 |
|
|
2024
Q3 | $838K | Sell |
9,172
-14
| -0.2% | -$1.28K | 0.69% | 42 |
|
|
2024
Q2 | $771K | Buy |
9,186
+1
| +0% | +$84 | 0.69% | 44 |
|
|
2024
Q1 | $768K | Sell |
9,185
-27
| -0.3% | -$2.26K | 0.69% | 43 |
|
|
2023
Q4 | $719K | Buy |
+9,212
| New | +$719K | 0.72% | 44 |
|