Ogorek Anthony Joseph’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 | $131K | Sell |
1,400
-12
| -0.8% | -$1.12K | 0.04% | 85 |
|
|
2025
Q1 | $132K | Sell |
1,412
-198
| -12% | -$18.5K | 0.04% | 82 |
|
|
2024
Q4 | $142K | Buy |
1,610
+8
| +0.5% | +$706 | 0.05% | 71 |
|
|
2024
Q3 | $146K | Sell |
1,602
-13
| -0.8% | -$1.19K | 0.05% | 66 |
|
|
2024
Q2 | $135K | Buy |
1,615
+6
| +0.4% | +$502 | 0.05% | 69 |
|
|
2024
Q1 | $134K | Sell |
1,609
-50
| -3% | -$4.16K | 0.05% | 66 |
|
|
2023
Q4 | $129K | Sell |
1,659
-59
| -3% | -$4.59K | 0.05% | 63 |
|
|
2023
Q3 | $124K | Sell |
1,718
-96
| -5% | -$6.93K | 0.05% | 79 |
|
|
2023
Q2 | $134K | Sell |
1,814
-128
| -7% | -$9.46K | 0.05% | 75 |
|
|
2023
Q1 | $141K | Sell |
1,942
-16
| -0.8% | -$1.16K | 0.06% | 72 |
|
|
2022
Q4 | $141K | Sell |
1,958
-32
| -2% | -$2.3K | 0.06% | 62 |
|
|
2022
Q3 | $131K | Sell |
1,990
-52
| -3% | -$3.42K | 0.06% | 60 |
|
|
2022
Q2 | $143K | Sell |
2,042
-247
| -11% | -$17.3K | 0.07% | 59 |
|
|
2022
Q1 | $177K | Sell |
2,289
-112
| -5% | -$8.66K | 0.07% | 58 |
|
|
2021
Q4 | $194K | Sell |
2,401
-1,046
| -30% | -$84.5K | 0.08% | 55 |
|
|
2021
Q3 | $253K | Buy |
3,447
+369
| +12% | +$27.1K | 0.12% | 46 |
|
|
2021
Q2 | $226K | Sell |
3,078
-18
| -0.6% | -$1.32K | 0.1% | 46 |
|
|
2021
Q1 | $214K | Sell |
3,096
-100,399
| -97% | -$6.94M | 0.11% | 44 |
|
|
2020
Q4 | $7.03M | Sell |
103,495
-42,158
| -29% | -$2.86M | 3.76% | 8 |
|
|
2020
Q3 | $9.28M | Sell |
145,653
-932
| -0.6% | -$59.4K | 5.47% | 6 |
|
|
2020
Q2 | $8.89M | Buy |
146,585
+20,446
| +16% | +$1.24M | 6.29% | 6 |
|
|
2020
Q1 | $6.81M | Sell |
126,139
-191,895
| -60% | -$10.4M | 3.7% | 9 |
|
|
2019
Q4 | $20.9M | Sell |
318,034
-139,866
| -31% | -$9.18M | 10.17% | 3 |
|
|
2019
Q3 | $29.4M | Buy |
457,900
+54,601
| +14% | +$3.5M | 17.55% | 2 |
|
|
2019
Q2 | $24.9M | Buy |
403,299
+3,698
| +0.9% | +$228K | 16.78% | 2 |
|
|
2019
Q1 | $23.5M | Sell |
399,601
-6,048
| -1% | -$356K | 15.58% | 2 |
|
|
2018
Q4 | $21.3M | Buy |
+405,649
| New | +$21.3M | 16.92% | 2 |
|