Soltis Investment Advisors’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
Q2 | $947K | Buy |
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|
2025
Q1 | $860K | Sell |
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|
2024
Q4 | $820K | Sell |
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|
2024
Q3 | $863K | Sell |
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|
2024
Q2 | $800K | Sell |
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|
2024
Q1 | $914K | Buy |
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|
2023
Q4 | $725K | Sell |
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|
2023
Q3 | $973K | Buy |
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|
2023
Q2 | $978K | Sell |
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|
2023
Q1 | $968K | Sell |
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|
2022
Q4 | $1.03M | Buy |
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|
2022
Q3 | $867K | Sell |
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|
2022
Q2 | $997K | Buy |
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|
2022
Q1 | $882K | Sell |
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|
2021
Q4 | $988K | Buy |
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|
2021
Q3 | $832K | Sell |
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|
2021
Q2 | $835K | Buy |
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|
2021
Q1 | $676K | Sell |
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|
2020
Q4 | $4.72M | Sell |
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|
2020
Q3 | $5.11M | Sell |
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|
2020
Q2 | $5.32M | Buy |
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