SVWAG
Sound View Wealth Advisors Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $974K | Sell |
10,373
-127
| -1% | -$11.9K | 0.07% | 188 |
|
|
2025
Q1 | $983K | Sell |
10,500
-1,648
| -14% | -$154K | 0.08% | 177 |
|
|
2024
Q4 | $1.08M | Buy |
12,148
+4
| +0% | +$355 | 0.09% | 169 |
|
|
2024
Q3 | $1.11M | Buy |
12,144
+2,255
| +23% | +$206K | 0.09% | 170 |
|
|
2024
Q2 | $830K | Sell |
9,889
-1,482
| -13% | -$124K | 0.09% | 175 |
|
|
2024
Q1 | $950K | Sell |
11,371
-2,089
| -16% | -$175K | 0.1% | 167 |
|
|
2023
Q4 | $1.05M | Sell |
13,460
-623
| -4% | -$48.6K | 0.12% | 152 |
|
|
2023
Q3 | $1.02M | Buy |
14,083
+1,129
| +9% | +$81.7K | 0.13% | 143 |
|
|
2023
Q2 | $963K | Sell |
12,954
-1,346
| -9% | -$100K | 0.13% | 151 |
|
|
2023
Q1 | $1.04M | Buy |
14,300
+840
| +6% | +$61.1K | 0.14% | 136 |
|
|
2022
Q4 | $1.05M | Sell |
13,460
-735
| -5% | -$57.4K | 0.12% | 152 |
|
|
2022
Q3 | $938K | Sell |
14,195
-613
| -4% | -$40.5K | 0.21% | 108 |
|
|
2022
Q2 | $1.04M | Sell |
14,808
-905
| -6% | -$63.6K | 0.22% | 110 |
|
|
2022
Q1 | $1.22M | Sell |
15,713
-98
| -0.6% | -$7.6K | 0.23% | 105 |
|
|
2021
Q4 | $1.28M | Buy |
15,811
+5
| +0% | +$404 | 0.24% | 102 |
|
|
2021
Q3 | $1.16M | Sell |
15,806
-2,023
| -11% | -$149K | 0.24% | 104 |
|
|
2021
Q2 | $1.31M | Sell |
17,829
-7,652
| -30% | -$563K | 0.28% | 93 |
|
|
2021
Q1 | $1.76M | Sell |
25,481
-8,554
| -25% | -$592K | 0.41% | 66 |
|
|
2020
Q4 | $2.31M | Sell |
34,035
-1,348
| -4% | -$91.5K | 0.56% | 49 |
|
|
2020
Q3 | $2.26M | Sell |
35,383
-145
| -0.4% | -$9.24K | 0.59% | 47 |
|
|
2020
Q2 | $2.15M | Sell |
35,528
-10,138
| -22% | -$615K | 0.61% | 49 |
|
|
2020
Q1 | $2.47M | Buy |
45,666
+3,878
| +9% | +$209K | 0.85% | 37 |
|
|
2019
Q4 | $2.74M | Buy |
41,788
+10,981
| +36% | +$720K | 0.77% | 43 |
|
|
2019
Q3 | $1.98M | Buy |
30,807
+13,899
| +82% | +$891K | 0.59% | 55 |
|
|
2019
Q2 | $1.04M | Buy |
+16,908
| New | +$1.04M | 0.31% | 91 |
|