LRIA
Leonard Rickey Investment Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.6M | Buy |
176,982
+598
| +0.3% | +$56.1K | 3.32% | 11 |
|
|
2025
Q1 | $16.1M | Buy |
176,384
+2,076
| +1% | +$189K | 3.46% | 10 |
|
|
2024
Q4 | $15.5M | Buy |
174,308
+833
| +0.5% | +$74K | 3.56% | 11 |
|
|
2024
Q3 | $15.8M | Buy |
173,475
+177
| +0.1% | +$16.2K | 3.6% | 11 |
|
|
2024
Q2 | $14.6M | Buy |
173,298
+583
| +0.3% | +$48.9K | 3.49% | 11 |
|
|
2024
Q1 | $14.4M | Buy |
172,715
+1,666
| +1% | +$139K | 3.73% | 10 |
|
|
2023
Q4 | $13.3M | Buy |
171,049
+597
| +0.4% | +$46.6K | 3.96% | 10 |
|
|
2023
Q3 | $12.3M | Sell |
170,452
-3,438
| -2% | -$249K | 4.04% | 10 |
|
|
2023
Q2 | $12.9M | Sell |
173,890
-2,815
| -2% | -$209K | 4.87% | 6 |
|
|
2023
Q1 | $12.9M | Sell |
176,705
-5,008
| -3% | -$364K | 5.01% | 6 |
|
|
2022
Q4 | $13.1M | Buy |
181,713
+2,565
| +1% | +$185K | 5.54% | 5 |
|
|
2022
Q3 | $11.8M | Buy |
179,148
+7,344
| +4% | +$485K | 5.55% | 6 |
|
|
2022
Q2 | $12.1M | Buy |
171,804
+1,340
| +0.8% | +$94.1K | 5.27% | 6 |
|
|
2022
Q1 | $13.2M | Buy |
170,464
+46,338
| +37% | +$3.59M | 5.04% | 5 |
|
|
2021
Q4 | $10M | Buy |
+124,126
| New | +$10M | 3.68% | 8 |
|