Smart Portfolios LLC’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 | $425K | Sell |
|
|||||
|
2025
Q2 | $431K | Sell |
|
|||||
|
2025
Q1 | $440K | Sell |
|
|||||
|
2024
Q4 | $465K | Buy |
|
|||||
|
2024
Q3 | $468K | Sell |
|
|||||
|
2024
Q2 | $452K | Sell |
|
|||||
|
2024
Q1 | $464K | Sell |
|
|||||
|
2023
Q4 | $449K | Sell |
|
|||||
|
2023
Q3 | $412K | Sell |
|
|||||
|
2023
Q2 | $430K | Buy |
|
|||||
|
2023
Q1 | $216K | Sell |
|
|||||
|
2022
Q4 | $216K | Buy |
|
|||||
|
2022
Q2 | $224K | Buy |
|
|||||
|
2022
Q1 | $209K | Buy |
|
|||||
|
2021
Q4 | $205K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $200K | Buy |
|
|||||
|
2019
Q2 | – | Sell |
|
|||||
|
2019
Q1 | $193K | Buy |
|
|||||
|
2018
Q4 | $172K | Sell |
|
|||||
|
2018
Q3 | $198K | Buy |
|
|||||
|
2018
Q2 | $184K | Sell |
|
|||||
|
2018
Q1 | $2.61M | Buy |
|
|||||
|
2017
Q2 | – | Sell |
|
|||||
|
2017
Q1 | $1.25M | Buy |
|
|||||
|
2016
Q4 | $115K | Buy |
|