Pettyjohn Wood & White’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 | $513K | Hold |
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|
2025
Q1 | $512K | Hold |
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|
2024
Q4 | $485K | Sell |
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|
2024
Q3 | $501K | Hold |
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|
2024
Q2 | $461K | Hold |
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|
2024
Q1 | $459K | Hold |
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|
2023
Q4 | $429K | Hold |
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|
2023
Q3 | $397K | Hold |
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|
2023
Q2 | $408K | Hold |
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|
2023
Q1 | $399K | Hold |
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|
2022
Q4 | $396K | Hold |
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|
2022
Q3 | $363K | Hold |
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|
2022
Q2 | $386K | Hold |
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|
2022
Q1 | $426K | Hold |
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|
2021
Q4 | $444K | Sell |
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|
2021
Q3 | $427K | Hold |
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|
2021
Q2 | $427K | Hold |
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|
2021
Q1 | $402K | Hold |
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|
2020
Q4 | $394K | Hold |
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|
2020
Q3 | $370K | Hold |
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|
2020
Q2 | $352K | Hold |
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|
2020
Q1 | $314K | Hold |
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|
2019
Q4 | $381K | Hold |
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|
2019
Q3 | $372K | Hold |
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|
2019
Q2 | $358K | Buy |
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|
2019
Q1 | $341K | Buy |
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|
2018
Q4 | $304K | Buy |
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|
2018
Q3 | $330K | Buy |
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|
2018
Q2 | $307K | Hold |
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|
2018
Q1 | $300K | Buy |
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|
2017
Q4 | $305K | Buy |
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|
2017
Q3 | $290K | Buy |
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|
2017
Q2 | $282K | Hold |
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|
2017
Q1 | $275K | Buy |
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|
2016
Q4 | $260K | Buy |
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|
2016
Q3 | $261K | Hold |
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|
2016
Q2 | $266K | Buy |
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|
2016
Q1 | $211K | Buy |
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