Retirement Planning Group (Kansas)’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 | $1.77M | Sell |
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|
2025
Q2 | $1.77M | Sell |
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|
2025
Q1 | $1.8M | Sell |
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|
2024
Q4 | $1.74M | Buy |
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|
2024
Q3 | $1.77M | Sell |
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|
2024
Q2 | $1.81M | Buy |
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|
2024
Q1 | $1.24M | Sell |
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|
2023
Q4 | $1.22M | Sell |
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|
2023
Q3 | $1.93M | Sell |
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|
2023
Q2 | $2.43M | Sell |
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|
2023
Q1 | $2.56M | Sell |
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|
2022
Q4 | $2.71M | Sell |
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|
2022
Q3 | $3.22M | Sell |
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|
2022
Q2 | $3.91M | Sell |
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|
2022
Q1 | $9.26M | Sell |
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|
2021
Q4 | $49.2M | Buy |
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|
2021
Q3 | $43.3M | Buy |
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|
2021
Q2 | $41M | Buy |
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|
2021
Q1 | $35.7M | Buy |
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|
2020
Q4 | $33.2M | Buy |
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|
2020
Q3 | $30.1M | Buy |
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|
2020
Q2 | $19.8M | Buy |
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|
2020
Q1 | $2.45M | Sell |
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|
2019
Q4 | $3.57M | Sell |
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|
2019
Q3 | $4.66M | Sell |
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|
2019
Q2 | $30.4M | Buy |
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|
2019
Q1 | $27.7M | Buy |
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|
2018
Q4 | $22.2M | Buy |
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