RDFA
Ritter Daniher Financial Advisory’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.3K | Hold |
184
| – | – | ﹤0.01% | 238 |
|
|
2025
Q1 | $17.2K | Hold |
184
| – | – | ﹤0.01% | 224 |
|
|
2024
Q4 | $16.3K | Hold |
184
| – | – | ﹤0.01% | 218 |
|
|
2024
Q3 | $16.8K | Hold |
184
| – | – | ﹤0.01% | 213 |
|
|
2024
Q2 | $15.4K | Hold |
184
| – | – | ﹤0.01% | 209 |
|
|
2024
Q1 | $15.4K | Hold |
184
| – | – | 0.01% | 205 |
|
|
2023
Q4 | $14.4K | Hold |
184
| – | – | 0.01% | 212 |
|
|
2023
Q3 | $13.3K | Hold |
184
| – | – | 0.01% | 212 |
|
|
2023
Q2 | $13.7K | Hold |
184
| – | – | 0.01% | 197 |
|
|
2023
Q1 | $13.4K | Sell |
184
-1,650
| -90% | -$120K | 0.01% | 195 |
|
|
2022
Q4 | $132K | Buy |
1,834
+1,650
| +897% | +$119K | 0.06% | 86 |
|
|
2022
Q3 | $12K | Hold |
184
| – | – | 0.01% | 167 |
|
|
2022
Q2 | $13K | Hold |
184
| – | – | 0.01% | 156 |
|
|
2022
Q1 | $14K | Buy |
184
+106
| +136% | +$8.07K | 0.01% | 155 |
|
|
2021
Q4 | $6K | Hold |
78
| – | – | ﹤0.01% | 184 |
|
|
2021
Q3 | $6K | Hold |
78
| – | – | ﹤0.01% | 178 |
|
|
2021
Q2 | $6K | Buy |
+78
| New | +$6K | ﹤0.01% | 171 |
|
|
2021
Q1 | – | Sell |
-3,145
| Closed | -$213K | – | 201 |
|
|
2020
Q4 | $213K | Buy |
+3,145
| New | +$213K | 0.19% | 49 |
|