OP
ORG Partners’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 | $2.69K | Hold |
28
| – | – | ﹤0.01% | 1174 |
|
|
2025
Q1 | $2.66K | Sell |
28
-34,940
| -100% | -$3.32M | ﹤0.01% | 1039 |
|
|
2024
Q4 | $3.11M | Sell |
34,968
-27
| -0.1% | -$2.4K | 0.42% | 51 |
|
|
2024
Q3 | $3.2M | Sell |
34,995
-487
| -1% | -$44.5K | 0.51% | 40 |
|
|
2024
Q2 | $2.97M | Buy |
+35,482
| New | +$2.97M | 0.37% | 54 |
|
|
2024
Q1 | – | Sell |
-37,705
| Closed | -$2.94M | – | 1084 |
|
|
2023
Q4 | $2.94M | Buy |
37,705
+36,520
| +3,082% | +$2.85M | 0.49% | 43 |
|
|
2023
Q3 | $85.9K | Sell |
1,185
-64,004
| -98% | -$4.64M | 0.03% | 431 |
|
|
2023
Q2 | $4.84M | Buy |
65,189
+2,339
| +4% | +$174K | 0.79% | 27 |
|
|
2023
Q1 | $4.59M | Buy |
+62,850
| New | +$4.59M | 1.12% | 24 |
|