Rockwood Wealth Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $286K | Hold |
3,048
| – | – | 0.03% | 81 |
|
|
2025
Q1 | $285K | Hold |
3,048
| – | – | 0.03% | 76 |
|
|
2024
Q4 | $270K | Hold |
3,048
| – | – | 0.03% | 74 |
|
|
2024
Q3 | $278K | Sell |
3,048
-351
| -10% | -$32.1K | 0.03% | 70 |
|
|
2024
Q2 | $285K | Sell |
3,399
-17
| -0.5% | -$1.43K | 0.03% | 67 |
|
|
2024
Q1 | $286K | Hold |
3,416
| – | – | 0.04% | 67 |
|
|
2023
Q4 | $267K | Hold |
3,416
| – | – | 0.04% | 64 |
|
|
2023
Q3 | $247K | Hold |
3,416
| – | – | 0.04% | 58 |
|
|
2023
Q2 | $254K | Hold |
3,416
| – | – | 0.04% | 67 |
|
|
2023
Q1 | $248K | Sell |
3,416
-1,481
| -30% | -$108K | 0.05% | 61 |
|
|
2022
Q4 | $353K | Buy |
+4,897
| New | +$353K | 0.08% | 48 |
|