LHC
Little House Capital’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 | $243K | Sell |
2,585
-6,533
| -72% | -$613K | 0.06% | 115 |
|
|
2025
Q1 | $854K | Buy |
+9,118
| New | +$854K | 0.23% | 92 |
|
|
2023
Q4 | – | Sell |
-7,298
| Closed | -$528K | – | 125 |
|
|
2023
Q3 | $528K | Buy |
+7,298
| New | +$528K | 0.22% | 90 |
|
|
2021
Q1 | – | Sell |
-3,711
| Closed | -$251K | – | 164 |
|
|
2020
Q4 | $251K | Sell |
3,711
-27,319
| -88% | -$1.85M | 0.19% | 92 |
|
|
2020
Q3 | $1.98M | Sell |
31,030
-3,757
| -11% | -$239K | 1.64% | 19 |
|
|
2020
Q2 | $2.11M | Buy |
34,787
+5,391
| +18% | +$327K | 1.94% | 14 |
|
|
2020
Q1 | $1.59M | Buy |
+29,396
| New | +$1.59M | 1.73% | 22 |
|