Iron Horse Wealth 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 | $31.9K | Sell |
340
-322
| -49% | -$30.2K | 0.01% | 171 |
|
|
2025
Q1 | $62K | Hold |
662
| – | – | 0.02% | 108 |
|
|
2024
Q4 | $58.8K | Hold |
662
| – | – | 0.02% | 103 |
|
|
2024
Q3 | $60.4K | Hold |
662
| – | – | 0.02% | 96 |
|
|
2024
Q2 | $55.6K | Buy |
662
+333
| +101% | +$28K | 0.02% | 95 |
|
|
2024
Q1 | $27.5K | Hold |
329
| – | – | 0.01% | 114 |
|
|
2023
Q4 | $25.7K | Hold |
329
| – | – | 0.01% | 110 |
|
|
2023
Q3 | $23.8K | Buy |
329
+113
| +52% | +$8.18K | 0.01% | 102 |
|
|
2023
Q2 | $16.1K | Hold |
216
| – | – | 0.01% | 124 |
|
|
2023
Q1 | $15.7K | Hold |
216
| – | – | 0.01% | 128 |
|
|
2022
Q4 | $16K | Buy |
+216
| New | +$16K | 0.01% | 114 |
|