Ridgewood Investments’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 | $1.09M | Sell |
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|
2025
Q2 | $1.34M | Buy |
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|
2025
Q1 | $1.34M | Buy |
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|
2024
Q4 | $1.27M | Buy |
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|
2024
Q3 | $1.31M | Sell |
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|
2024
Q2 | $1.29M | Buy |
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|
2024
Q1 | $1.25M | Sell |
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|
2023
Q4 | $1.21M | Sell |
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|
2023
Q3 | $1.2M | Hold |
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|
2023
Q2 | $1.23M | Buy |
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|
2023
Q1 | $1.21M | Buy |
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|
2022
Q4 | $1.2M | Sell |
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|
2022
Q3 | $1.12M | Sell |
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|
2022
Q2 | $1.2M | Buy |
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|
2022
Q1 | $1.32M | Sell |
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|
2021
Q4 | $1.39M | Sell |
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|
2021
Q3 | $1.27M | Buy |
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|
2021
Q2 | $1.27M | Sell |
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|
2021
Q1 | $1.45M | Sell |
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|
2020
Q4 | $1.75M | Hold |
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|
2020
Q3 | $1.75M | Sell |
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|
2020
Q2 | $1.72M | Sell |
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|
2020
Q1 | $1.66M | Sell |
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|
2019
Q4 | $2.09M | Buy |
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|
2019
Q3 | $2.04M | Sell |
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|
2019
Q2 | $1.97M | Sell |
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|
2019
Q1 | $1.89M | Sell |
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|
2018
Q4 | $1.91M | Hold |
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|
2018
Q3 | $1.91M | Buy |
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|
2018
Q2 | $1.78M | Sell |
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|
2018
Q1 | $1.75M | Sell |
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|
2017
Q4 | $1.79M | Sell |
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|
2017
Q3 | $1.79M | Sell |
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|
2017
Q2 | $1.81M | Sell |
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|
2017
Q1 | $1.77M | Sell |
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|
2016
Q4 | $1.68M | Buy |
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