Ironwood Wealth Management (West Virginia)’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 | $12.4M | Buy |
133,055
+183
| +0.1% | +$17.1K | 5.88% | 10 |
|
|
2025
Q1 | $11.8M | Sell |
132,872
-9,861
| -7% | -$874K | 6.14% | 7 |
|
|
2024
Q4 | $12.5M | Buy |
142,733
+1,353
| +1% | +$119K | 6.17% | 9 |
|
|
2024
Q3 | $12.9M | Sell |
141,380
-59,951
| -30% | -$5.46M | 6.31% | 8 |
|
|
2024
Q2 | $17.1M | Buy |
201,331
+1,151
| +0.6% | +$97.9K | 8.66% | 5 |
|
|
2024
Q1 | $16.3M | Sell |
200,180
-453
| -0.2% | -$36.8K | 8.54% | 5 |
|
|
2023
Q4 | $15.7M | Sell |
200,633
-356
| -0.2% | -$27.9K | 8.61% | 5 |
|
|
2023
Q3 | $14.4M | Buy |
200,989
+244
| +0.1% | +$17.5K | 8.61% | 5 |
|
|
2023
Q2 | $14.8M | Sell |
200,745
-145
| -0.1% | -$10.7K | 8.62% | 5 |
|
|
2023
Q1 | $14.8M | Sell |
200,890
-1,556
| -0.8% | -$114K | 8.81% | 5 |
|
|
2022
Q4 | $14.9M | Sell |
202,446
-437
| -0.2% | -$32.2K | 8.72% | 5 |
|
|
2022
Q3 | $13.5M | Sell |
202,883
-1,080
| -0.5% | -$71.6K | 9.67% | 4 |
|
|
2022
Q2 | $14.6M | Buy |
203,963
+753
| +0.4% | +$53.8K | 10.01% | 4 |
|
|
2022
Q1 | $15.8M | Sell |
203,210
-38,974
| -16% | -$3.02M | 11.37% | 3 |
|
|
2021
Q4 | $19.6M | Sell |
242,184
-203
| -0.1% | -$16.4K | 13.71% | 1 |
|
|
2021
Q3 | $17.8M | Sell |
242,387
-2,468
| -1% | -$181K | 13.21% | 2 |
|
|
2021
Q2 | $18M | Buy |
244,855
+2,516
| +1% | +$185K | 12.93% | 1 |
|
|
2021
Q1 | $16.8M | Sell |
242,339
-95,544
| -28% | -$6.61M | 13.26% | 2 |
|
|
2020
Q4 | $22.9M | Buy |
+337,883
| New | +$22.9M | 20.66% | 1 |
|