Ironwood Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-275
| Closed | -$20K | – | 517 |
|
|
2021
Q3 | $20K | Hold |
275
| – | – | 0.01% | 285 |
|
|
2021
Q2 | $20K | Hold |
275
| – | – | 0.01% | 279 |
|
|
2021
Q1 | $19K | Hold |
275
| – | – | 0.01% | 271 |
|
|
2020
Q4 | $19K | Sell |
275
-167
| -38% | -$11.5K | 0.01% | 259 |
|
|
2020
Q3 | $28K | Buy |
442
+360
| +439% | +$22.8K | 0.01% | 158 |
|
|
2020
Q2 | $5K | Buy |
+82
| New | +$5K | ﹤0.01% | 318 |
|