Snider Financial Group’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 | $954K | Buy |
10,164
+459
| +5% | +$43.1K | 0.28% | 62 |
|
|
2025
Q1 | $909K | Sell |
9,705
-291
| -3% | -$27.3K | 0.3% | 57 |
|
|
2024
Q4 | $888K | Buy |
9,996
+720
| +8% | +$63.9K | 0.27% | 59 |
|
|
2024
Q3 | $847K | Sell |
9,276
-547
| -6% | -$49.9K | 0.31% | 47 |
|
|
2024
Q2 | $825K | Sell |
9,823
-68,359
| -87% | -$5.74M | 0.32% | 49 |
|
|
2024
Q1 | $6.53M | Sell |
78,182
-1,037
| -1% | -$86.7K | 2.72% | 8 |
|
|
2023
Q4 | $6.18M | Buy |
79,219
+478
| +0.6% | +$37.3K | 2.85% | 12 |
|
|
2023
Q3 | $5.7M | Buy |
78,741
+1,808
| +2% | +$131K | 2.76% | 13 |
|
|
2023
Q2 | $5.72M | Buy |
76,933
+2,041
| +3% | +$152K | 2.73% | 9 |
|
|
2023
Q1 | $5.45M | Buy |
74,892
+4,185
| +6% | +$304K | 2.9% | 9 |
|
|
2022
Q4 | $5.1M | Sell |
70,707
-2,550
| -3% | -$184K | 2.82% | 8 |
|
|
2022
Q3 | $5.07M | Sell |
73,257
-1,468
| -2% | -$102K | 2.75% | 9 |
|
|
2022
Q2 | $5.25M | Buy |
74,725
+2,768
| +4% | +$194K | 2.86% | 10 |
|
|
2022
Q1 | $5.58M | Sell |
71,957
-2,845
| -4% | -$221K | 2.54% | 15 |
|
|
2021
Q4 | $6.01M | Sell |
74,802
-416
| -0.6% | -$33.4K | 2.55% | 15 |
|
|
2021
Q3 | $5.83M | Sell |
75,218
-10,566
| -12% | -$819K | 2.54% | 15 |
|
|
2021
Q2 | $6.46M | Buy |
+85,784
| New | +$6.46M | 3.04% | 13 |
|