Peddock Capital Advisors’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
Q3 | $1.34M | Hold |
|
|||||
|
2025
Q2 | $1.32M | Buy |
|
|||||
|
2025
Q1 | $1.16M | Sell |
|
|||||
|
2024
Q4 | $1.13M | Hold |
|
|||||
|
2024
Q3 | $1.16M | Sell |
|
|||||
|
2024
Q2 | $1.08M | Hold |
|
|||||
|
2024
Q1 | $1.07M | Hold |
|
|||||
|
2023
Q4 | $1M | Buy |
|
|||||
|
2023
Q3 | $910K | Buy |
|
|||||
|
2023
Q2 | $927K | Sell |
|
|||||
|
2023
Q1 | $1.18M | Buy |
|
|||||
|
2022
Q4 | $940K | Sell |
|
|||||
|
2022
Q3 | $925K | Buy |
|
|||||
|
2022
Q2 | $977K | Buy |
|
|||||
|
2022
Q1 | $1.07M | Buy |
|
|||||
|
2021
Q4 | $1.07M | Sell |
|
|||||
|
2021
Q3 | $1.11M | Buy |
|
|||||
|
2021
Q2 | $1.12M | Buy |
|
|||||
|
2021
Q1 | $977K | Buy |
|