Spire Wealth Management’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 | $5.21M | Buy |
55,594
+28,824
| +108% | +$2.7M | 0.19% | 100 |
|
|
2025
Q1 | $2.51M | Sell |
26,770
-1,045
| -4% | -$97.9K | 0.08% | 237 |
|
|
2024
Q4 | $2.47M | Sell |
27,815
-974
| -3% | -$86.5K | 0.08% | 220 |
|
|
2024
Q3 | $2.63M | Sell |
28,789
-462
| -2% | -$42.2K | 0.09% | 190 |
|
|
2024
Q2 | $2.46M | Sell |
29,251
-25,306
| -46% | -$2.12M | 0.09% | 202 |
|
|
2024
Q1 | $4.56M | Sell |
54,557
-7,002
| -11% | -$585K | 0.08% | 171 |
|
|
2023
Q4 | $4.89M | Sell |
61,559
-170,787
| -74% | -$13.6M | 0.16% | 144 |
|
|
2023
Q3 | $16.8M | Buy |
232,346
+20,423
| +10% | +$1.48M | 0.64% | 31 |
|
|
2023
Q2 | $15.8M | Buy |
211,923
+25,875
| +14% | +$1.92M | 0.58% | 32 |
|
|
2023
Q1 | $13.5M | Buy |
186,048
+45,577
| +32% | +$3.32M | 0.53% | 36 |
|
|
2022
Q4 | $10.1M | Sell |
140,471
-1,850
| -1% | -$133K | 0.57% | 42 |
|
|
2022
Q3 | $9.41M | Sell |
142,321
-47,360
| -25% | -$3.13M | 0.57% | 37 |
|
|
2022
Q2 | $13.3M | Buy |
189,681
+61,631
| +48% | +$4.33M | 0.55% | 36 |
|
|
2022
Q1 | $9.95M | Buy |
128,050
+2,516
| +2% | +$196K | 0.27% | 100 |
|
|
2021
Q4 | $10.2M | Sell |
125,534
-2,306
| -2% | -$187K | 0.23% | 120 |
|
|
2021
Q3 | $9.4M | Buy |
127,840
+1,096
| +0.9% | +$80.6K | 0.25% | 114 |
|
|
2021
Q2 | $9.33M | Sell |
126,744
-12,944
| -9% | -$953K | 0.25% | 113 |
|
|
2021
Q1 | $9.67M | Buy |
+139,688
| New | +$9.67M | 0.26% | 110 |
|