RHP
Royal Harbor Partners’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
Q1 | – | Sell |
-2,824
| Closed | -$251K | – | 50 |
|
|
2024
Q4 | $251K | Sell |
2,824
-85,702
| -97% | -$7.61M | 0.09% | 41 |
|
|
2024
Q3 | $8.08M | Buy |
+88,526
| New | +$8.08M | 3.14% | 9 |
|
|
2020
Q1 | – | Sell |
-34,580
| Closed | -$2.27M | – | 87 |
|
|
2019
Q4 | $2.27M | Buy |
+34,580
| New | +$2.27M | 2.18% | 18 |
|