Santori & Peters Inc’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 | $2.38M | Sell |
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|
2025
Q2 | $2.42M | Sell |
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|
2025
Q1 | $2.42M | Sell |
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|
2024
Q4 | $2.97M | Sell |
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|
2024
Q3 | $3.06M | Sell |
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|
2024
Q2 | $5.4M | Sell |
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|
2024
Q1 | $5.39M | Sell |
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|
2023
Q4 | $5.07M | Sell |
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|
2023
Q3 | $4.83M | Sell |
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|
2023
Q2 | $5.15M | Sell |
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|
2023
Q1 | $5.34M | Sell |
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|
2022
Q4 | $5.5M | Sell |
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|
2022
Q3 | $5.1M | Sell |
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|
2022
Q2 | $5.53M | Sell |
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|
2022
Q1 | $13.6M | Sell |
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|
2021
Q4 | $14.4M | Buy |
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|
2021
Q3 | $13M | Sell |
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|
2021
Q2 | $13.1M | Buy |
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|
2021
Q1 | $12.1M | Buy |
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|
2020
Q4 | $11.8M | Sell |
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|
2020
Q3 | $11.4M | Buy |
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|
2020
Q2 | $10.4M | Buy |
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|
2020
Q1 | $8.71M | Buy |
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|
2019
Q4 | $9.87M | Buy |
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|
2019
Q3 | $7.84M | Buy |
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|
2019
Q2 | $6.98M | Buy |
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|
2019
Q1 | $4.55M | Buy |
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|
2018
Q4 | $3.8M | Sell |
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|
2018
Q3 | $4.17M | Buy |
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|
2018
Q2 | $2.13M | Sell |
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|
2018
Q1 | $2.36M | Sell |
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|
2017
Q4 | $2.62M | Buy |
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