Orion Capital Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $65.7K | Hold |
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2025
Q1 | $65.6K | Hold |
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|
2024
Q4 | $62.2K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $58.8K | Sell |
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|
2024
Q1 | $290K | Sell |
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|
2023
Q4 | $612K | Sell |
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|
2023
Q3 | $726K | Sell |
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|
2023
Q2 | $894K | Sell |
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|
2023
Q1 | $1.02M | Sell |
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|
2022
Q4 | $1.12M | Buy |
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|
2022
Q3 | $992K | Sell |
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|
2022
Q2 | $1.31M | Sell |
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|
2022
Q1 | $2.07M | Sell |
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|
2021
Q4 | $2.23M | Sell |
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|
2021
Q3 | $2.19M | Buy |
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|
2021
Q2 | $2.11M | Buy |
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|
2021
Q1 | $1.93M | Sell |
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|
2020
Q4 | $2.28M | Buy |
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