Larson Financial Group’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 | $470K | Sell |
5,003
-347
| -6% | -$32.6K | 0.02% | 446 |
|
|
2025
Q1 | $501K | Sell |
5,350
-238
| -4% | -$22.3K | 0.02% | 407 |
|
|
2024
Q4 | $496K | Buy |
5,588
+2,318
| +71% | +$206K | 0.03% | 357 |
|
|
2024
Q3 | $299K | Buy |
3,270
+1,947
| +147% | +$178K | 0.02% | 464 |
|
|
2024
Q2 | $111K | Buy |
1,323
+298
| +29% | +$25K | 0.01% | 623 |
|
|
2024
Q1 | $85.7K | Hold |
1,025
| – | – | 0.01% | 572 |
|
|
2023
Q4 | $80K | Buy |
1,025
+26
| +3% | +$2.03K | 0.01% | 537 |
|
|
2023
Q3 | $72.3K | Hold |
999
| – | – | 0.01% | 522 |
|
|
2023
Q2 | $74.3K | Sell |
999
-5,849
| -85% | -$435K | 0.01% | 472 |
|
|
2023
Q1 | $498K | Buy |
6,848
+1,711
| +33% | +$124K | 0.05% | 200 |
|
|
2022
Q4 | $370K | Buy |
5,137
+3,830
| +293% | +$276K | 0.04% | 230 |
|
|
2022
Q3 | $86K | Buy |
+1,307
| New | +$86K | 0.01% | 379 |
|
|
2021
Q4 | – | Sell |
-269
| Closed | -$20K | – | 1173 |
|
|
2021
Q3 | $20K | Buy |
+269
| New | +$20K | ﹤0.01% | 471 |
|
|
2021
Q1 | – | Sell |
-378
| Closed | -$26K | – | 930 |
|
|
2020
Q4 | $26K | Hold |
378
| – | – | 0.01% | 321 |
|
|
2020
Q3 | $24K | Buy |
+378
| New | +$24K | 0.01% | 291 |
|