Silverlake Wealth Management’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 | $486K | Sell |
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|
2025
Q2 | $554K | Buy |
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|
2025
Q1 | $494K | Buy |
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|
2024
Q4 | $428K | Sell |
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|
2024
Q3 | $456K | Sell |
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|
2024
Q2 | $446K | Sell |
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|
2024
Q1 | $470K | Sell |
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|
2023
Q4 | $595K | Sell |
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|
2023
Q3 | $708K | Buy |
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|
2023
Q2 | $712K | Buy |
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|
2023
Q1 | $693K | Buy |
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|
2022
Q4 | $659K | Sell |
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|
2022
Q3 | $651K | Buy |
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|
2022
Q2 | $686K | Buy |
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|
2022
Q1 | $750K | Sell |
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|
2021
Q4 | $1.18M | Buy |
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