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Ridgeline Wealth’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Ridgeline Wealth’s Portfolio USMV Stock Details USMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$214K Sell
2,218
-149
-6% -$14.1K 0.13% 58
2026
Q1 		$220K Sell
2,367
-396
-14% -$37.6K 0.16% 49
2025
Q4 		$260K Sell
2,763
-125
-4% -$11.8K 0.18% 44
2025
Q3 		$275K Sell
2,888
-250
-8% -$23.4K 0.2% 41
2025
Q2 		$295K Sell
3,138
-2,889
-48% -$266K 0.24% 39
2025
Q1 		$564K Sell
6,027
-153
-2% -$14.1K 0.48% 28
2024
Q4 		$549K Buy
+6,180
New +$567K 0.45% 30

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BCM
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HPA
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LWA
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AHC
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TWM
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BB
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SPWG
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KL
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IWMWV
Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 14.63% 1-Year Est. Return