Iron Horse Wealth Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
Bought
Maintained
Sold
Other funds holding USMV
Iron Horse Wealth Management's USMV Position: Q2 2025 in Review
Iron Horse Wealth Management reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 49% in Q2 2025, selling an estimated $29.6K and leaving 340 shares worth $31.9K. The position accounts for 0.01% of the portfolio, ranked #171.
Iron Horse Wealth Management first reported a position in USMV in Q4 2022 and has held it in 11 quarters since. The position peaked at $62K in Q1 2025. 1,300 funds tracked by Wall St. Rank hold USMV as of Q2 2025.
- Iron Horse Wealth Management held 340 shares of iShares MSCI USA Min Vol Factor ETF worth $31.9K as of Q2 2025.
- Iron Horse Wealth Management sold 322 iShares MSCI USA Min Vol Factor ETF shares in Q2 2025, an estimated $29.6K.
- iShares MSCI USA Min Vol Factor ETF made up 0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #171 holding.
- Iron Horse Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2022 and has held it in 11 quarters since.
- Iron Horse Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $62K in Q1 2025.
- 1,300 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2025.
Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.