L. Roy Papp & Associates’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $7.17M | Sell |
|
|||||
|
2025
Q2 | $7.38M | Buy |
|
|||||
|
2025
Q1 | $7.36M | Sell |
|
|||||
|
2024
Q4 | $7.13M | Buy |
|
|||||
|
2024
Q3 | $6.93M | Sell |
|
|||||
|
2024
Q2 | $6.42M | Sell |
|
|||||
|
2024
Q1 | $6.56M | Buy |
|
|||||
|
2023
Q4 | $5.43M | Buy |
|
|||||
|
2023
Q3 | $4.73M | Buy |
|
|||||
|
2023
Q2 | $4.74M | Sell |
|
|||||
|
2023
Q1 | $4.65M | Sell |
|
|||||
|
2022
Q4 | $4.69M | Buy |
|
|||||
|
2022
Q3 | $4.24M | Sell |
|
|||||
|
2022
Q2 | $4.73M | Sell |
|
|||||
|
2022
Q1 | $5.81M | Buy |
|
|||||
|
2021
Q4 | $5.33M | Sell |
|
|||||
|
2021
Q3 | $5.04M | Buy |
|
|||||
|
2021
Q2 | $5.04M | Buy |
|
|||||
|
2021
Q1 | $4.27M | Sell |
|
|||||
|
2020
Q4 | $4.47M | Sell |
|
|||||
|
2020
Q3 | $4.35M | Buy |
|
|||||
|
2020
Q2 | $4.12M | Sell |
|
|||||
|
2020
Q1 | $4.05M | Buy |
|
|||||
|
2019
Q4 | $4.22M | Buy |
|
|||||
|
2019
Q3 | $3.27M | Buy |
|
|||||
|
2019
Q2 | $3.08M | Buy |
|
|||||
|
2019
Q1 | $2.52M | Buy |
|
|||||
|
2018
Q4 | $1.49M | Buy |
|
|||||
|
2018
Q3 | $839K | Buy |
|
|||||
|
2018
Q2 | $570K | Buy |
|
|||||
|
2018
Q1 | $307K | Buy |
|
|||||
|
2016
Q3 | – | Sell |
|
|||||
|
2016
Q2 | $580K | Buy |
|
|||||
|
2016
Q1 | $548K | Buy |
|