IRON Financial’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.31M | Sell |
53,184
-3,050
| -5% | -$362K | 3.27% | 9 |
|
|
2025
Q1 | $6.54M | Sell |
56,234
-9,955
| -15% | -$1.16M | 3.67% | 8 |
|
|
2024
Q4 | $7.23M | Sell |
66,189
-211
| -0.3% | -$23K | 4.06% | 8 |
|
|
2024
Q3 | $7.6M | Sell |
66,400
-810
| -1% | -$92.8K | 4.14% | 8 |
|
|
2024
Q2 | $7.03M | Sell |
67,210
-1,028
| -2% | -$108K | 3.94% | 9 |
|
|
2024
Q1 | $7.18M | Sell |
68,238
-1,518
| -2% | -$160K | 4% | 8 |
|
|
2023
Q4 | $7M | Sell |
69,756
-3,303
| -5% | -$331K | 3.97% | 8 |
|
|
2023
Q3 | $6.97M | Sell |
73,059
-9,368
| -11% | -$894K | 4.05% | 8 |
|
|
2023
Q2 | $8.08M | Buy |
82,427
+258
| +0.3% | +$25.3K | 4.34% | 8 |
|
|
2023
Q1 | $7.95M | Sell |
82,169
-3,396
| -4% | -$329K | 4.36% | 7 |
|
|
2022
Q4 | $8.13M | Sell |
85,565
-1,626
| -2% | -$155K | 4.67% | 7 |
|
|
2022
Q3 | $7.72M | Sell |
87,191
-675
| -0.8% | -$59.8K | 4.24% | 7 |
|
|
2022
Q2 | $8.3M | Sell |
87,866
-2,189
| -2% | -$207K | 4.35% | 6 |
|
|
2022
Q1 | $9.44M | Sell |
90,055
-1,918
| -2% | -$201K | 4.35% | 7 |
|
|
2021
Q4 | $9.96M | Buy |
91,973
+2,625
| +3% | +$284K | 4.44% | 6 |
|
|
2021
Q3 | $9.18M | Sell |
89,348
-4,195
| -4% | -$431K | 4.4% | 7 |
|
|
2021
Q2 | $9.62M | Sell |
93,543
-3,642
| -4% | -$375K | 4.5% | 6 |
|
|
2021
Q1 | $9.59M | Sell |
97,185
-69,470
| -42% | -$6.85M | 5.06% | 5 |
|
|
2020
Q4 | $16.2M | Buy |
166,655
+960
| +0.6% | +$93K | 8.13% | 2 |
|
|
2020
Q3 | $15.2M | Sell |
165,695
-1,296
| -0.8% | -$119K | 8.41% | 2 |
|
|
2020
Q2 | $14.6M | Buy |
166,991
+26,484
| +19% | +$2.32M | 7.54% | 3 |
|
|
2020
Q1 | $11.3M | Buy |
140,507
+27,150
| +24% | +$2.18M | 7.07% | 3 |
|
|
2019
Q4 | $10.9M | Buy |
113,357
+20,485
| +22% | +$1.96M | 5.18% | 5 |
|
|
2019
Q3 | $8.8M | Buy |
92,872
+44,005
| +90% | +$4.17M | 6.55% | 4 |
|
|
2019
Q2 | $0 | Buy |
+48,867
| New | – | ﹤0.01% | 89 |
|