ISB
Iowa State Bank’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
Q1 | – | Sell |
-4,101
| Closed | -$364K | – | 122 |
|
|
2024
Q4 | $364K | Sell |
4,101
-1,360
| -25% | -$121K | 0.08% | 94 |
|
|
2024
Q3 | $499K | Buy |
5,461
+99
| +2% | +$9.04K | 0.1% | 94 |
|
|
2024
Q2 | $450K | Sell |
5,362
-3,851
| -42% | -$323K | 0.1% | 91 |
|
|
2024
Q1 | $770K | Sell |
9,213
-373
| -4% | -$31.2K | 0.17% | 86 |
|
|
2023
Q4 | $748K | Sell |
9,586
-1,655
| -15% | -$129K | 0.18% | 83 |
|
|
2023
Q3 | $814K | Sell |
11,241
-1,813
| -14% | -$131K | 0.21% | 80 |
|
|
2023
Q2 | $970K | Sell |
13,054
-2,348
| -15% | -$175K | 0.24% | 81 |
|
|
2023
Q1 | $1.12M | Sell |
15,402
-2,168
| -12% | -$158K | 0.28% | 79 |
|
|
2022
Q4 | $1.27M | Sell |
17,570
-50
| -0.3% | -$3.61K | 0.32% | 76 |
|
|
2022
Q3 | $1.17M | Sell |
17,620
-950
| -5% | -$62.8K | 0.33% | 73 |
|
|
2022
Q2 | $1.3M | Sell |
18,570
-1,442
| -7% | -$101K | 0.35% | 72 |
|
|
2022
Q1 | $1.55M | Sell |
20,012
-2,261
| -10% | -$175K | 0.36% | 72 |
|
|
2021
Q4 | $1.8M | Sell |
22,273
-2,638
| -11% | -$213K | 0.42% | 68 |
|
|
2021
Q3 | $1.83M | Sell |
24,911
-750
| -3% | -$55.1K | 0.51% | 66 |
|
|
2021
Q2 | $1.89M | Buy |
25,661
+1,737
| +7% | +$128K | 0.53% | 63 |
|
|
2021
Q1 | $1.66M | Buy |
23,924
+5,289
| +28% | +$366K | 0.5% | 66 |
|
|
2020
Q4 | $1.27M | Buy |
18,635
+5,354
| +40% | +$363K | 0.42% | 65 |
|
|
2020
Q3 | $846K | Buy |
13,281
+4,459
| +51% | +$284K | 0.33% | 69 |
|
|
2020
Q2 | $535K | Buy |
8,822
+2,302
| +35% | +$140K | 0.23% | 74 |
|
|
2020
Q1 | $352K | Buy |
+6,520
| New | +$352K | 0.17% | 94 |
|